Giving Circles

Find it: Left nav → Fundraising → Giving Circles · Who can use it: Org Admin / CDO and Development Associates can create and manage; other roles can view.

What you'll see

The Giving Circles page lists each circle as a card showing its annual level (for example, $1,000/yr), a Members meter against the cap, a Revenue meter against the goal, and a warning if any renewals are due in the next 30 days. Open a circle to see its member and revenue stats, a Member benefits list, and the Members roster. A dashed note at the top reminds you that circles are advisory and recognition-based — they organize and celebrate donors but have no operational control over the organization.

How to create a circle

You have two options:

1. Click Add starter set to instantly create the seven-circle template — Founders, Legacy, Guardian, Benefactor, Patron, Supporter, and Community Circle — each with a preset annual amount, member cap, and ~$500K revenue goal. It skips any circle you already have.
2. Or click New circle and fill in Name, Purpose, Member cap, Annual ($), and Revenue goal ($), then click Create circle.

How to enroll a member

1. Open the circle and go to the Members card.
2. Under Enroll a donor, type into Search donor… and pick the donor.
3. Set a Renewal date (their annual renewal anniversary) and choose Recognition — Public or Anonymous.
4. Click Enroll. The member joins as "active" and counts toward the members and revenue meters.

How to track renewals

• Each member row shows their renewal date. Dates within 30 days appear in amber; past-due dates appear in red.
• The circle card and detail page surface a "renewals due in 30 days" reminder so you know who to re-solicit.
• Use the status dropdown on a member to mark them active, lapsed, or declined as their commitment changes.

Good to know

• The Members meter fills toward the cap; the Revenue meter fills toward the annual revenue goal.
• Recognition set to "Anonymous" keeps that member off public listings.
• Starter-set circles come with default benefits (recognition, an annual impact report, and an appreciation event invite) and use-of-funds text you can edit.
• Circles are advisory only — they never grant donors control over the organization.