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To define donor clubs

  1. From Fund Raising, select Set up tables > Donor clubs to display the Set up donor clubs window.
  2. Click New.
  3. Enter a unique alphanumeric Code (five characters maximum) for the donor club.
  4. (Optional) Enter the Title of the donor club. This is the title that will print on thank you letters to donor club members.
  5. (Optional) Enter a short description of the donor club in the Desc field.
  6. Enter the amount needed to qualify for this particular donor club in the Amount to Qualify field.
  7. (Optional) Enable the Cash Only option for the donor club to be achieved only with cash gifts and not pledges or in-kind gifts.
  8. Select a receipt period option for the gift or pledge in the Amount Can Be field.
  9. (Optional) In the Only Consider Contributions to area, enter the appropriate code or combination of codes if the donor club can only be achieved with a contribution to a specific appeal, campaign, or fund.
  10. Click Save.

See Also

Defining Donor Clubs

Set up donor clubs window


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