How do I setup Donor Leveling for my organization?

Getting Started with Donor Leveling 

Step 1: Determine if you have access to Donor Leveling 

1. Confirm you have Development Standard, Development Pro, or F&E Enterprise package 

Step 2: Contact professional services 

1. If you have an Account Manager, Enhanced Support, or Premier Support contract, contact your consultant 

2. If you've used all your project hours or don't have these services, reach out to your Installed Base Account Executive 

3. Don't know your Account Executive? Use the form at https://www.bonterratech.com/support and select "I need help with Sales & Account Management" 

Step 3: Establish your donor level criteria 

1. Define your membership tiers (e.g., Platinum, Gold, Silver) 

2. Determine qualification rules for each level (donation amounts, frequency, etc.) 

3. Identify any levels that should be "sticky" (once achieved, donors remain at that level) 

4. Consider if you need parallel donor level groups (e.g., separate levels for current giving and planned giving) 

Step 4: Implementation and activation 

1. Professional services will implement your custom donor leveling structure 

2. Once activated, the system will run nightly to classify supporters 

3. Badges will appear for designated membership levels