Giving Level Programs vs. Recognition Programs
  • Giving Level Programs are not stored on the Constituent record like the Recognition Program/Levels. Giving Level Programs are based on a smart field value. You set up the criteria for each level in the program, run the smart field, and then run the giving level report to see a quick snapshot of who is on each level. Nothing about these levels is stored on the Constituent record.
  • Giving Level programs look at the Constituent Revenue Smart field values and these are not based on recognition. Recognition Programs and their corresponding levels are based on recognition and not revenue amounts/totals.