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Rising Star I
tim irving
Rising Star I
Sep 21, 2026 8:30 PM UTC

How to track cumulative donations to assign a membership level

My organization has a donor recognition program with 3 levels based on cumulative donations over the past 12 months or if you have an active recurring donation greater than $50/mo.

Does anybody have a similar program, where the donation level is rolling 12 months from the last donation that exceeded the threshold.? Threshold $500, Jan $50 Feb $100 June $350 - membership starts June x for 12 full months.  Or I set up recurring $45 in February with cumulative amount $0, I am still considered a member effective February because I made a commitment.

With assistance of Gemini, I have a saved search to identify yesterday’s donation and tests for the 12 month cumulative amount.  Delusional Gemini though I could use Automation to directly update the Membership (that was a no), then it said try custom fields (another no), I’m down to Activist codes but I can’t calculate/track the dates.

I know we can track if outside in spreadsheets, but I prefer to leverage the tools we purchased vs working around its limitations.  Does anyone have any ideas?  I’m open to ideas to even restructure the program if we can shoehorn it into EveryAction.  Thanks!

    2 replies

    matthewvdlf
    Explorer
    Nov 9, 2026 2:02 AM UTC

    This is something I’m trying to work on too. I don’t have any silver bullets but I’d appreciate the chance to compare notes sometime if you’re game.

      Rising Star I
      tim irvingAuthor
      Rising Star I
      Nov 12, 2026 9:40 PM UTC

      Ready for this one, believe it or not EveryAction support supposedly just fixed the problem with Membership (the test always comes back blank).  The fix is scheduled for tonight Nov 12.  I’ll be testing in  prod (like I experiment with everything else vs a nice sandbox) tomorrow.

      They tell me the system can handle my requirements, but can’t handled 2 simultaneous programs (Donor loyalty program & c4 membership).  The rules for the c4 membership are very different from the loyalty program.  

      Short of it working natively, I wrote (disclaimer Gemini wrote, I tested) VBA to process a contributions spreadsheet to create loyalty levels.  Stopped there, just tracking outside EA which will haunt us at some point.

      To try using activist codes, I have ¼ baked idea in my head but haven’t figured out how to implement it - make a list today then compare to tomorrow’s search for the deltas, then make today’s search tomorrow’s list, rinse & repeat.  For this caliber of system, this shouldn’t be hard, it’s what it was supposedly built to do.

      I”ll keep everyone posted.

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