Is there an automated way to track donors who move up from one giving level to the next giving level?

Joan Bell:

These are donors who give more than one gift annually and may be the one giving level in January and move up to a higher level in December? Want to include the different level of giving in the thank you letter.


Thanks.

Slightly more manual, but if you are only doing this say for year end letters, you could use the comparative report, export to excel and then sort by gift totals so that you could group your giving levels 

Claudia Sauers:

Slightly more manual, but if you are only doing this say for year end letters, you could use the comparative report, export to excel and then sort by gift totals so that you could group your giving levels 

We had a more manual system at my last org (a tribal college). I ran a query every month to see if we had new members of the "President's Circle", which was for donors who had given a cumulative total of $1000 in a fiscal year. They would only show up if they had reached that goal, and if they didn't already have the attribute I would add it. A couple times a year, I would sort it by giving amount, and the "Level" from the Attribute (Bronze, Silver, Gold, Platinum) would then show me if I needed to upgrade the person. It didn't make a lot of difference, and we only referred to it in the initial welcome letter, but it was a nice "at a glance" tool for the Director. We only downgraded people at the end of the fiscal year - FY18's group was based on FY17's giving, plus any newbies in FY18. At the end of FY18, in preparation for FY19, they will check FY18 giving, downgrade those who were still in the circle, and directly appeal to those who were dropping out because of lower giving levels in FY18 (if it seemed worth it). We're only talking about 150 people, so it was easy to do. 


Gracie Schild

Bluebird Business Services

Santa Fe NM

Hi  Samuel. I am having trouble creating a query for our foundation for our giving levels. Do you mind sharing the query you created? I am struggling to get mine correct.  My email is eperkins@email.pittcc.edu if you do not mind sharing.


Thank you!

Erin


Samuel Meinders:

I do this manually through queries, and update our giving levels every week. We have several levels, which I use constituent codes to keep track of. I am sure to date the From: when they start at that level, and To: when they leave that level.


$300-$999 in 1 year is a "Family Sponsor"

$1,000-$4,999 is a Partner

$5,000+ is a Leadership Partner


I run a query first for our Leadership Partners. I say anyone who is not already labeled an LP, but has given $5k+.. show them to me. Then I code if accurate. Then I do the partners, and then family sponsors. We do a purge twice a year and remove anyone from that giving level if they haven't met the criteria for 2 complete fiscal years. After I've updated donors for the week, our receptionist runs a report on those giving levels for management to review.