Best Practice
If you are new to giving levels, please review some examples of giving level matrices and make sure you understand the rules for giving levels before proceeding.
Start a new giving level entry
- Go to Setup >> System Tables >> Donation Giving Levels to open the Giving Level List Window
- Click the New button
![Giving Level List Window](https://manual.theatremanager.com/processed_images/d5ae8650c097c2d000.png)
Giving Level List Window
![alt="Giving](https://manual.theatremanager.com/processed_images/d5ae8650c097c2d000.png)
Enter a name for the new giving level matrix
- On the blank Giving Level Detail Window, enter a name for the matrix (e.g.
Individual Giving
orSponsorships
)
![Blank Giving Level Detail Window](https://manual.theatremanager.com/processed_images/291874cc1c53008600.png)
Blank Giving Level Detail Window
![alt="Blank](https://manual.theatremanager.com/processed_images/291874cc1c53008600.png)
Save the record
- Click the Save button to make the detail tabs available for completion
![Giving Level Detail Window >> Save Button](https://manual.theatremanager.com/processed_images/a681932aa8b469a600.png)
Giving Level Detail Window >> Save Button
![alt="Giving](https://manual.theatremanager.com/processed_images/a681932aa8b469a600.png)
Start adding the first giving level range
- Click the Add button (only accessible after you have saved a matrix name)
![Add Giving Level Range Button](https://manual.theatremanager.com/processed_images/043a50096918f4fa00.png)
Add Giving Level Range Button
![alt="Add](https://manual.theatremanager.com/processed_images/043a50096918f4fa00.png)
Enter the details for the newly named range
- On the Giving Level Range Tab, enter a Giving Level Name, Lower Limit, and Upper Limit (e.g.
Bronze
,.01
,99.00
)
![Giving Level Range Tab](https://manual.theatremanager.com/processed_images/8a47df975925e56800.png)
Giving Level Range Tab
![alt="Giving](https://manual.theatremanager.com/processed_images/8a47df975925e56800.png)
If desired, select a workflow notification for automatic emails to be sent when gifts are made and attached to the range
- Select a workflow notification from the dropdown
![Giving Level Range Tab](https://manual.theatremanager.com/processed_images/9b350aa34a3a64b600.png)
Giving Level Range Tab
![alt="Giving](https://manual.theatremanager.com/processed_images/9b350aa34a3a64b600.png)
If relevant, enter the benefit amount associated with the range
- If there is a benefit that should reduce the tax-value of the receipt, go to the Giving Level Benefits Tab
- Enter a description of the benefits associated with the giving level
- Specify the non-tax-receiptable portion of the donation (e.g. giving at the $100 level may include a dinner valued at $25, so $25 would be entered as the non-receiptable portion)
![Giving Level Benefits Tab](https://manual.theatremanager.com/processed_images/1101618f18375d7200.png)
Giving Level Benefits Tab
![alt="Giving](https://manual.theatremanager.com/processed_images/1101618f18375d7200.png)
Save your newly entered range
- Click the OK button to save the giving level range
- Repeat steps 4 through 8 until you have have covered all possible numerical values for the matrix ($0.01 through $99,999,999,999.99) without any overlaps
![OK Button](https://manual.theatremanager.com/processed_images/b1a3947873eea38c00.png)
OK Button
![alt="OK](https://manual.theatremanager.com/processed_images/b1a3947873eea38c00.png)