Donor Record

The Donor Engagement routine updates the Donation Level and Donation Frequency fields on the Donor record nightly. You can then use this value in any user-defined views (queries).

Donation Level Configuration

While we do not recommend adding values or changing the names of standard values, a church can adjust the levels to fit their church's culture and needs. Adjust these levels under System Lookups > Donation Levels:

Donation Level

The name of the level. We don't recommend to adding or editing this field.

The Donor Engagement routine looks at donation activity (including soft credits) to determine the degree to which someone is financially engaged. Values are defined as:

• High – Last 90 days, evaluated first, minimum donation amount of $3,000, ignore last seven days.
• Medium – Last 90 days, evaluated second, minimum donation amount of $1,500, ignore last seven days.
• Low – Last 90 days, evaluated third, minimum donation amount of $300, ignore last seven days.
• Minimal – Last 90 days, evaluated fourth, minimum donation amount of $0.01, ignore last seven days.
• None – Last 90 days, evaluated last, minimum donation amount of $0, ignore last seven days.

Evaluation Days

The number of days to include in the evaluation. All levels should have the same value. The default value is 90.

Evaluation Order

The order in which the levels are applied. Lower numbers are applied first. Order is based on the amount: the highest amount equals the lowest order.

Minimum Donations

Donors with lower than this amount of donations (including soft credit donations) do not receive this category.

Evaluation Delay

The evaluation period will not include this number of days to allow for data entry lag. The default value is seven.

Updates to these values will be reflected after the routine runs again (nightly).

Donation Frequency Configuration

While we do not recommend adding additional values or changing the name of the standard value, a church can adjust the frequencies to fit their church's culture and needs. Configure these under System Lookups > Donation Frequencies:

Donation Frequency

The name of the frequency. We do not recommend to add or edit.

The Donor Engagement routine looks at donation activity (including soft credits) to determine the degree to which someone is financially engaged. Values are defined as:

• Weekly – Last 90 days, evaluated first, minimum donation count of 12, ignore last seven days.
• Bi-Weekly – Last 90 days, evaluated second, minimum donation count of six, ignore last seven days.
• Monthly – Last 90 days, evaluated third, minimum donation count of three, ignore last seven days.
• Occasional – Last 90 days, evaluated fourth, minimum donation count of one, ignore last seven days.
• None – Last 90 days, evaluated last, minimum donation count of zero, ignore last seven days.

Evaluation Days

The number of days to include in the evaluation. All levels should have the same value. The default value is 90.

Evaluation Order

The order in which the levels are applied. Lower numbers are applied first. The order based on amount: the highest amount equals lowest order.

Minimum Donations

Donors with lower than this number of donations (including soft credits) do not receive this category.

Evaluation Delay

Evaluation period will not include this number of days to allow for data entry lag. The default value is seven.

Updates to these values will be reflected after the routine runs again (nightly).