A nonprofit organization wants to designate its donors into three categories, Gold, Silver, and Bronze, based on the total gift amount for that year. How can this be accomplished using NPSP?
A.
Create a picklist field that will display the categories based on the Total Gifts This Year field.
B Create a custom field on the Opportunity that will display the categories and a process in Process Builder to populate the value based on the Total Gifts This Year field.
B.
Set up NPSP Levels for the categories based on Total Gifts This Year.
C.
Create a custom field on the Opportunity that will display the categories and a custom trigger to populate the value based on the Total Gifts This Year field.
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.
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