To define donor clubs
- From Set up donor clubs window, click New.
- Enter a unique alphanumeric Code (five characters maximum) for the donor club.
- (optional) Enter the Title of the donor club. This is the title that will print on thank you letters to donor club members.
- (optional) Enter a short description of the donor club in the Desc field.
- Enter the amount needed to qualify for this particular donor club in the Amount to Qualify field.
- (optional) Enable the Cash Only option for the donor club to be achieved only with cash gifts and not pledges or in-kind gifts.
- Select a receipt period option for the gift or pledge in the Amount Can Be field.
- (optional) In the Only Consider Contributions to area, enter the appropriate code or combination of codes if the donor club can only be achieved with a contribution to a specific appeal, campaign, or fund.
- Click Save.