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You cannot use both Regress Level Each Year and Cumulate Level Each Year at the same time. If Cumulate Level Each Year for a level is selected and you also select Regress Level Each Year for the level, the Cumulate Level Each Year option for the level will be cleared. |
A donor has two giving amount totals that are tracked toward a club's giving: Year-To-Date Amount and a Cumulative Amount. This checkbox controls which of these amounts is used to determine whether the donor has attained this club level and applies to all giving club types. This checkbox may be used only if you clear the Regress Level Each Year checkbox on the Levels tab on the Giving Club Detail window.
· If this Cumulate Level Each Year checkbox is selected for a club level, the Cumulative Amount Given is used to determine whether the donor has attained this club level. Any previous years' giving for this club is added to the current year's giving to arrive at this total.
· If this Cumulate Level Each Year checkbox is selected for any club level in a giving club, then all gifts will be added to the total in the Cumulative Amount Given column as the gifts are received. If this checkbox is selected after gifts were entered in the system, the Cumulative Amount Given column will not be accurate; however, running recalc will update it.
· If this Cumulate Level Each Year checkbox is cleared for a club level, the YTD Amount Given is used to determine whether the donor has attained this club level.
Click here for an example.
