Creating Giving Levels

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 $ 0.01 - $99.99
• Silver $ 100.00 - $499.99
• Gold $ 500.00 - $999.99
• Platinum $ 1000 - $1000000.99