Defining Recognition Structures

The Recognition Structure page permits the addition and maintenance of recognition levels by constituent type. Recognition structures allows you to define levels of giving that qualifies donors for special recognition. You can define multiple recognition structures and you can define separate recognition structures for campaigns. When a fundraising gift is donated or recorded for a constituent, ThreeSixty determines if this constituent should receive credit for the donation toward a recognition level. ThreeSixty performs recognition calculations based on hard credits only. Who earns the hard credits is defined at the organization level on the Edit Fundraising Parameters page and should ALWAYS be the bill-to customer. 

You can define the following for recognition structures:

• The number of months that a donor has to achieve a giving threshold.
• A lifetime structure with no time limits.
• All donations are counted towards earning the recognition.

You can define multiple recognition levels within one structure assigned to a campaign/fund and others across the system for lifetime giving awards. Recognition levels recognize individuals, companies, households, and other donors for their contributions to the organization. Separate recognition levels can be defined for individuals, companies, and households. Levels are awarded to contributors who give specific amounts of money to a campaign or fund.

Levels include the following:

• Reward levels
• Club levels
• Other recognition level types that reflect the amount a donor gives to the organization

Once you have defined recognition structures, you can view a donor's recognition history on Donor Info.

Recognition structure can also be used to allow your organization to define recognition levels for households. This features provide a way for your organization to award recognition to households based on aggregated giving levels of all members of the household over a specified period of time. However, whereas individual and company recognition is awarded based on hard credits, household recognition is a “soft” recognition, based on soft credits.

To define recognition structures:

1. From the Fundraising Settings page, select Manage Recognition Structures.
2. The Recognition Structures page displays, as shown below.
   
3. To define a new recognition structure, select +New Recognition Structure.
   The Add New Recognition Structure page displays, as shown below.
   
4. Enter the Recognition Structure name and Description.
5. Enter the Qualifying Months.
6. Select the appropriate toggles:
   1. Active
   2. Lifetime
   3. Always Process
7. Select Save to save the recognition structure and return to the Recognition Structures page.

To add recognition levels to a recognition structure:

1. From the Recognition Structures page, locate the recognition structure you wish to add levels to in the results grid.
2. From the contextual menu, select Recognition Levels.
   The Recognition Levels page for the selected recognition structure displays, as shown below.
   
3. To add a new recognition level, select +New Recognition Level at the top right of the grid.
   The Add New Recognition Level page displays, as shown below.
   
4. Select the Donor Type from the drop-down.
5. Enter the Recognition Level name.
6. Enter the Minimum Amount.
7. Select whether this recognition level is Active or not.
8. Select Save to save your recognition level and return to the Recognition Levels page.

Screen Element	Description
Recognition Structures
Recognition Structure	Text box. A unique code for the recognition structure. Once the recognition structure is defined, then you can add giving levels.
Description	Text box. The description of the recognition structure. This is displayed throughout the application whenever a recognition structure is selected.
Qualifying Months	Text box. The number of months over which a donor must make contributions to achieve the threshold of giving defined for any of the giving levels. Defaults to 12.
Active	Toggle. When set to YES, indicates the recognition structure is active. Only constituent giving levels associated with active fund recognition structures are used to calculate whether a donor has earned a giving level.
Lifetime	Toggle. When set to YES, indicates the recognition level is cumulative with no time limit. In other words, a donor has his or her lifetime to achieve the recognition. When set to YES, the Qualifying Months field is set to zero.
Always Process	Toggle. When set to YES, the recognition structure is included in recognition processing, even if it is not referenced in a campaign or fund. An organization can have multiple recognition structures that are defined to always process, which would mean that a donor’s contribution is counted for more than one recognition structure. Basically, all donations are counted towards earning the recognition.
Recognition Levels
Donor Type	Drop-down. The constituent type of the donor. For example, Company, Individual, Subgroup, Committee, or Household. If your organization is using householding functionality, the "Household" donor type will display. If not, the "Household" donor type will not display.
Recognition Level	Text box. A unique code for the recognition giving level. For example, Gold, Silver, Friend, or Patron. Maximum length is 24 characters.
Minimum Amount	Text box. The minimum amount that a donor must contribute to be part of this giving level.
Active	Toggle. When set to YES, indicates the recognition level is active. Donors only receive credit towards active recognition levels when they make donations.