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The example 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 Lifetime Club with levels that are never reset. The donor attains levels throughout their lifetime based on their cumulative giving amount applied to the club.
Giving Club Code: LIF Giving Club Description: Lifetime Club Club Type: Lifetime |
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| Club Level | Description | Lower Limit | Regress Level Each Year |
Cumulate Level Each Year |
LFC |
President's Club |
1,000.00 |
X |
|
LFB |
Trustee Club |
5,000.00 |
X |
|
LFA |
Founders Club |
10,000.00 |
X |
|
This club contains only one summary row (coded LF) per donor in J1 Desktop because it is a Lifetime Club type. Each year's giving applied to this club is simply added to all previously given amounts stored in the summary row. The donor is categorized in levels based on their Cumulative Amount Given to the club because the Cumulate Level Each Year checkbox is selected for every level.
Below is a narrative explaining the donor's giving amount per year and how the levels attained are reflected in the summary row:
In 2005, they give $100. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
100 |
100 |
none |
In 2006, they give $300. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
400 |
400 |
none |
In 2007, they give $700. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
1,100 |
1,100 |
President's |
In 2008, they give $1,000. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
2,100 |
2,100 |
President's |
In 2009, they give $3,500. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
5,600 |
5,600 |
Trustee |
In 2010, they give $5,000. The LF summary row looks like this at the end of the year:
Year |
YTD Amount |
Cumulative Amt Given |
Level |
LF |
10,600 |
10,600 |
Founders |
