Recognition Levels based on Cumulative Giving

The newly released Recognition feature is a good start; however, our levels are based on cumulative giving either within the Calendar Year or Lifetime. The current module only has the ability to set levels for individual gifts; I did not see a way to set a date range or a summary of giving.

  • Sherri Fresorger
  • May 13 2026
Recognition Programs
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  • sheila loveland commented
    14 May 16:50

    Yes - just tried to run it and was looking for where to set a date range! Ugh!

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  • Kristy Godin commented
    14 May 16:06

    YES! To me, it looks as though "Recognition" is calculating a summary giving, and producing a result if they "qualify" in the date range of the criteria set, but based on the lifetime summary giving. We should have the ability to set criteria to consider summary giving in a specific date range only. If the capability is built here - it is not clear to the user. This could be a great tool, but it needs some work.

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