Creating Giving Categories

Giving categories provide the ability to classify a contributor's pledge and are listed on the Giving Categories tab of the Fundraising Campaigns record. Using the information on this tab, Aptify automatically fills in the Giving Category field on a Pledges record based on the amount of the donation.

Follow these steps to specify the giving categories:

1. Open a Fundraising Categories record and click the Giving Categories tab, if not already selected.
2. Click the New icon to open a new Giving Categories record.
   
   
3. Enter the Giving Categories Name, the Range To and Range From amounts, and Comments if necessary and click OK.
   • The Range To and Range From fields are expressed in the campaign's currency type.
     
     
4. Create additional giving categories as necessary. The new categories display in the list.