A nonprofit organization wants to designate its donors into three categories, Gold, Silver, and Bronze, based on the total gift amount for that year…

To categorize donors into Gold, Silver, and Bronze based on the total gift amount for the year, the

NPSP Levels feature should be utilized. This feature allows the organization to automatically

categorize donors based on specified criteria.

Define Levels in NPSP:

Navigate to NPSP Settings > Levels.

Create three new Levels: Gold, Silver, and Bronze.

For each Level, specify the range of the total gift amount for the year. For example:

Gold: $10,000 and above

Silver: $5,000 to $9,999

Bronze: $1,000 to $4,999

Configure Level Criteria:

Set the criteria for each Level to be based on the "Total Gifts This Year" field.

Ensure the system is tracking the total gifts correctly by verifying the Customizable Rollups settings.

Assign Levels to Donors:

The system will automatically evaluate donors and assign them to the appropriate Level based on

their total giving for the year.

This categorization can be used in reports, dashboards, and donor segmentation for targeted

communication and recognition.

Reference:

CertGod Nonprofit Cloud Consultant Guide: