Appeal Premiums – Web Client Help Center

Premiums can be defined with appeals. If the appeal is referenced in the donation order and the amount of the donation falls within the range that qualifies for the premium product, then the premium will automatically be added to the donation order.

To define a premium for the appeal:

From the Manage Appeals page, select Premiums from the contextual menu in the grid.
The Premiums page displays, as shown below.
To add a new premium, select +New Premium .
The Add New Premium page displays, as shown below.
Search for and select the Product to add as a premium.
The Product Name populates automatically.
Enter the Qualifying Amount.
Enter the Fair Market Value.
Enter the Quantity.
Select the Rate Structure and Rate Code from the drop-downs.
If necessary, select Automatically Add to Order.
Select Save to save your premium and return to the Manage Premiums page.

Screen Element	Description
Product	Lookup field. The product that will be given as a premium for a contribution made on behalf of the appeal.
Description	Read-only. The description of the product added as a premium.
Qualifying Amount	Text box. The minimum donation to the appeal that is required for the donor to be eligible to receive the premium product.
Fair Market Value	Text box. When a premium is given to donors, a portion of the amount donated is not considered tax deductible. An organization must state how much of the donation is for the premium and thus how much can be claimed as a donation to the organization for tax purposes. This field stores the value of the premium product or gift. The tax deductible amount of the donation would equal the amount of the donation minus the fair market value amount. This value is not reflected in any financial transactions, but is used for reporting purposes, such as donor contribution receipt reports.
Quantity	Text box. The number of premium products to be given to the donor based on the amount that the donor donates. The value entered here will set the Quantity field on the premium product order line. The quantity is part of the primary key of the premium. This allows multiple premiums to be defined for the same product, assuming that the quantity differs.
Rate Structure	Drop-down. The rate structure that is used when an order line is created for the premium product when a donor makes a contribution linked to the appeal. This information is used for reporting options and not for pricing.
Rate Code	Drop-down. The rate code that is used when an order line is created for the premium product when a donor makes a contribution linked to the appeal. This information is used for reporting options and not for pricing.
Automatically Add to Order	Toggle. When set to YES, an order line is automatically created for the premium product for all donors who make the donation that meets the minimum donation criteria.