|
|
The example below does not exactly match the windows in the system. For the purpose of illustration, we included or omitted some information. The club's Level at Year Begin and ...End are shown here for illustration only. J1 stores only the current level and the date it was attained. |
This example details a simple annual club where the donor's level is reset to zero each year. The donor attains a club level by giving at least the lower limit amount. The next year, they start at zero and must attain a level based on their giving, which is achieved by selecting the Regress Level Each Year checkbox and clearing the Cumulate Level Each Year checkbox for each level. Several levels are shown below for the General Club (GEN):
|
|
Because the Cumulate Level Each Year checkbox is not selected for any of the club levels, the Cumulative Amount Given is the same as the YTD Amount Given in any given year. |
Giving Club Code: GEN Giving Club Description: General Club Club Type: Annual |
||||
| Club Level | Description | Lower Limit | Regress Level Each Year |
Cumulate Level Each Year |
GEF |
Century Club |
100.00 |
X |
|
GEE |
Associates Club |
250.00 |
X |
|
GED |
Leaders Club |
500.00 |
X |
|
GEC |
President's Club |
1,000.00 |
X |
|
GEB |
Trustee Club |
5,000.00 |
X |
|
GEA |
Founders Club |
10,000.00 |
X |
|
Given the levels and settings listed above, the following table shows a donor's giving per year along with how they attain the levels:
Year |
YTD Amount Given |
Cumulative Amount Given |
Level at Year Begin |
Level at Year End |
2005 |
100 |
100 |
none |
Century |
2006 |
300 |
300 |
none |
Associates |
2007 |
700 |
700 |
none |
Leaders |
2008 |
1,000 |
1,000 |
none |
President's |
2009 |
3,500 |
3,500 |
none |
President's |
2010 |
5,000 |
5,000 |
none |
Trustee |
Below is a narrative explaining how the donor moved through these levels:
2005: |
They begin the year at no level but attain the Century level because they gave $100. |
2006: |
They begin the year at no level because the Regress Level Each Year checkbox is selected for the Century Club level. They attain the Associates level because they gave $300. |
2007: |
They begin the year at no level because Regress Level Each Year checkbox is selected for the Associates Club level. They attain the Leaders Club because they gave $700. |
2008: |
They begin the year at no level because the Regress Level Each Year checkbox is selected for the Leaders Club level. They attain the President's Club because they gave $1,000 during the year. |
2009: |
They begin the year at no level since Regress Level Each Year checkbox is selected for the President's Club level that they attained in the previous year. They attain the President's Club level again because they gave $3,500 during the year, which was short of the $5,000 needed for the next level. |
2010: |
They begin the year at no level since the Regress Level Each Year checkbox is selected for the President's Club level that they attained in the previous year. They attain the Trustee Club level because they gave $5,000 during the year. |
