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Creating Giving Levels

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To create a new Donation Giving Level, you perform the following steps:

  1. Open the Donation Giving Levels window.

    Click here to learn how to access this window.

  2. Click the New button.

    The Giving Level Detail window opens.

  3. Enter a name for the Giving Level.
  4. Click the Save button.

  5. Click the the Add button.

    The button will become accessible once you have entered a matrix name.

    The Giving Level window opens.

  6. Enter the name of the giving level.

    i.e. Bronze

  7. Enter the lower limit of the giving level.

    i.e. 1

  8. Enter the upper level of the giving level.

    i.e. 99

  9. You can also select a Notification to be sent, by clicking the Drop Down List.
  10. On the 'BENEFITS' tab, you can:
    • enter a description of the benefits associated with the giving level
    • specify the non-tax-receiptable portion of the donation.
      • For example, a give at the $100 level may include a dinner valued at $25, so the $25 would be entered as the non-receiptable portion
      • In this way, you can assign different non-receiptable amounts and benefits at each giving level
  11. Click the Save to save the giving level.
  12. Repeat this procedure to add the different giving levels

Example Matrix:

  • Bronze $ 1 - 99
  • Silver $ 100 - 499
  • Gold $ 500 - 999
  • Platinum $ 1000 - 1000000