Cumulative Giving Levels
In order to recognize donors, foundations establish giving societies that appropriately reflect each contribution. Cumulative Giving reflects the donors Lifetime Giving to the organization.
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- Include Soft Credits – Selecting this option will include any soft credit donations (based on payments received), given in a specific year, in a donor’s giving totals.
- Include Planned Gifts – Selecting this option will include any planned gift made by a donor in their annual totals.
- Include Pledges – Selecting this option will include any money promised by the donor, in their giving total.
Add
Click on the "Add" in the right-hand corner to add the level
- Name – Name of your Cumulative Giving Level
- From Amount – Minimum amount to qualify for the level
- To Amount – Maximum amount to qualify for the level
NOTE – Amounts cannot overlap and they have to have a cap amount for the last level.
Icon
To add these icons, click “Add Icon”, browse for the image and upload the image. As indicated, it’s important that the image be 24x24 pixels. This will push to the Honor Roll Of Donor Report (reports file)
NOTE – Users must contact OmegaFi in order to change any of these settings. Once informed, OmegaFi will recalculate the system so that the new amounts/data will reflect on an individual's account.