Bloomerang CRM automatically assigns giving levels to constituents based on their highest ever total donations in any fiscal year. Bloomerang CRM uses three giving levels: General, Mid, and Major. This information helps you understand giving trends and target your communications to constituents based on their giving level. You can also add giving level criteria to reports, and filter email and letter recipients by giving level.
A constituent’s giving level is based on their highest total giving amount in any fiscal year.
Giving level information for individual donations appears on your Bloomerang CRM dashboard, in list views, and on reports. This lets you see the distribution of donations of various sizes over the course of the fiscal year. Giving level information also appears on the group details pages of some groups, and you can filter these groups by giving level:
Current
Lapsed
Recurring
Retained
Recaptured
New
If a constituent falls into the Mid or Major donor category, their profile displays this information.
Set Mid and Major Giving Levels
To set up your giving levels:
Click Settings.
Click Giving Settings.
In the text boxes, enter the minimum dollar amount for the Mid and Major giving levels. The General giving level always starts at $0.
The dollar amount that you set for each giving level becomes the maximum for the level below it. This means that the dollar amount that you set for the Major giving level becomes the maximum for the Mid level, and the amount for the Mid level becomes the maximum for the General level.
The default giving levels follow the standards published by the Fundraising Effectiveness Project:
General: $0 to $500
Mid: $500 to $5,000
Major: $5,000 and above
Set a Constituent’s Giving Level Manually
You can manually set a constituent’s giving level on their profile.
On the constituent’s profile, find the Giving Level section.
Click Edit.
Select a giving level from the drop-down list.
Click Save.
This new giving level is not permanent. If the constituent donates enough to qualify for a higher giving level, they are automatically put in that giving level.
If a constituent’s giving level was set manually, the Giving Level Source column or filter in a report displays Manual Override. When a constituent’s giving level is set automatically by Bloomerang CRM, the Giving Level Source displays System Generated.
Report on Giving Levels
Giving level information is available in Bloomerang CRM reporting. You can add filters and columns for giving levels and giving level source.
Report on Giving Level
You can include giving level criteria in your Constituent reports as either filters or columns. To add giving level information to a report filter or column:
Click Reports.
Select an existing Constituent report, or create a new one.
In the Filters section, click either Include or Exclude.
In the list of available filters, find Giving Level and click it.
Click the text box to select a giving level.
Click OK to refresh the constituent list.
Tip: To filter for constituents who do not have a giving level, click Is, then select Is empty.
Report on Giving Level Source
The Giving Level Source filter or column indicates whether a constituent’s giving level was set automatically by Bloomerang CRM or manually overridden by an administrator.
To filter a report by Giving Level Source:
Click Reports.
Select an existing Constituent report, or create a new one.
In the Filters section, click either Include or Exclude.
In the list of available filters, find Giving Level Source and click it.
Click the text box to select a giving level source.
Click OK to refresh the constituent list.
Tip: To filter for constituents who do not have a giving level source, click Is, then select Is empty.