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Defining Giving Club Information

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Giving Club Rules

AV_GCLUB_TBL

select Contributor Relations, then select Session Management, then select Giving Clubs, then select Giving Club Management, then select Giving Club Rules

Define the giving clubs at your institution.

Giving Club Levels

AV_GCLUB_LVL

select Contributor Relations, then select Session Management, then select Giving Clubs, then select Giving Club Management, then select Giving Club Levels

Define the various membership levels for a club based on a donor's giving.

Access the Giving Club Rules page (select Contributor Relations, then select Session Management, then select Giving Clubs, then select Giving Club Management, then select Giving Club Rules).

Image: Giving Club Rules page

This example illustrates the fields and controls on the Giving Club Rules page. You can find definitions for the fields and controls later on this page.

Giving Club Rules page

Field or Control

Definition
Name

Name the giving club (up to 30 characters).
Administrator

Select a valid club administrator at your institution. Administrators are defined when you create Staff Assignments of Giving Club Administrator (GCA). This value is delivered in the AV_PRPS_TBL and should not be deleted.
Campaign

Select the campaign to associate with this giving club, if applicable. A campaign is an organized institutional effort targeted to a specific constituency that occurs over a specified period of time with specific purposes and goals. This prompt box contains a list of all the campaigns defined at your institution.

Club Rules

Field or Control

Definition
Reset Membership at Fiscal Yr (reset membership at fiscal year)

Select to make the system recalculate and regenerate membership at the beginning of each new fiscal year.
Notify Staff Assigned to Donor

Select to have the ability to set up workflow to send a notification to the assigned staff when a donor is added to the giving club. Your institution would set up the appropriate workflow to generate notifications.
Special Acknowledgement

Select to have each new member of the giving club receive a custom acknowledgement letter announcing his or her membership status. This field is not used currently in the automated acknowledgement process.

Include in Calculations

Field or Control

Definition
Hard Credits

Select to include hard credit when calculating a donor's eligibility for this giving club.
Soft Credits

Select to include soft credit when calculating a donor's eligibility for this giving club.
Matching Gifts

Select to include matching gifts when calculating a donor's eligibility for this giving club.
Spouse Giving

Select to include spouse giving when calculating a donor's eligibility for this giving club.

Eligible Designations

Field or Control

Definition
All

Select to include all designations in giving club calculations.
Type

Select to include particular designations such as Law School, Scholarships, and so on. These values are defined on the Designation Type page.
Specific

Select to include specific designations in giving club calculations.

Remaining Fields

Field or Control

Definition
Business Unit

If you select Type or Specific, select the business unit associated with the designations to include in giving calculations. This field populates by default to the default business unit you selected when setting up user defaults.
Type Code

If you select Type, select a designation type from the list of valid designation types at your institution. The designation types for the setID associated with the business unit you select appear in the prompt box.
Designation

If you select Specific, select each designation to which gifts count toward a donor's giving club membership eligibility. The designations associated for the setID with the business unit you select appear in the prompt box.

Access the Giving Club Levels page (select Contributor Relations, then select Session Management, then select Giving Clubs, then select Giving Club Management, then select Giving Club Levels).

Image: Giving Club Levels page

This example illustrates the fields and controls on the Giving Club Levels page. You can find definitions for the fields and controls later on this page.

Giving Club Levels page

Field or Control

Definition
Level

Name the giving club (up to 10 characters). Level names are usually very specific for each institution, but an example might include a giving club with levels of Bronze, Silver, Gold, and Platinum.

Members

Displays the number of members in the club at this level.
Minimum and Maximum

Enter a giving amount range. This range determines the low and high end giving totals that make donors eligible for this giving club level. For multiple levels there can be no gaps in the ranges. If all gifts above a certain level qualify a donor for membership in the club at the highest level, the maximum amount for this level should be left blank.
Benefits

Enter descriptions of any giving level benefits associated with this giving club level. Benefits are privileges given to the members of the giving club at a particular level. Examples might be library privileges, event tickets, and other donor appreciation items. The information you enter in this field is for your reference only. No benefits processing occurs as a result of your entry.