Tracking Giving Levels in RE

Brent Troth 2

I'm curious how everyone designates donors who are Annual Fund, Mid-Level Donors, Major Donors or any other distinctions you make in giving levels/societies?

Daniel Bayer

There is a table in Config for Donor Categories, and from there you can run a Donor Category report that will tell you who is in what giving level.


At one org, our giving society was its own fund within the Annual Campaign.

Brent Troth 2

Daniel thanks for the heads up about the Donor Categories option.  I guess even after all these years I can learn something new!