The Donor record has several key data points to help you have a clear picture of a person's financial investment in your church.

Donation Level

Donation Level is level based on dollars at which the Donor contributes to the church (including Soft Credit Donations). The values:

• Are automatically set and updated by a nightly routine based on the history of Donation records for the Donor in the last 90 days.
• Should not be manually set.
• Are a summary of database activity.
• Helps answer the question: To what extent has this person given over the past 90 days?
• Include a small number of fixed values that a church should not change: High, Medium, Low, Minimal, or None.

See Donor Engagement Routine for configuration details and options.

Donation Frequency

Donation Frequency is level based on the frequency/number of Donations that the Donor contributes to the church (including Soft Credit Donations). The values:

• Are automatically set and updated by a nightly routine based on the history of Donation records for the Donor in the last 90 days.
• Should not be manually set.
• Are a summary of database activity.
• Helps answer the question: How often has this person given over the past 90 days?
• Include a small number of fixed values that a church should not change: Weekly, Bi-weekly, Monthly, Occasional, None.

See Donor Engagement Routine for configuration details and options.

For other key data points to be considered in conjunction with these, see:

• Participant Tracking
• Contact Tracking
• Giving Unit Summary