When you set up dues-based programs or levels, you have a Dues tab on the Add a membership program screen. On the Dues tab, you can set up basic rules for the dues, in addition to discounts that could apply to the membership program. After you create the program, the rules about dues appear on the Rules tab of the membership program page.
Note: Programs that have some dues-based levels and some contributions-based levels have both the Dues tab and Contributions tab on the Add a membership program screen. After you create the program, both sets of rules appear on the Rules tab of the membership program page.
When a membership level is purchased with dues, you indicate if any portion of the dues amount is treated as a contribution. If you select Yes, the tax deductible portion from benefits is contributed membership revenue, the tax-deductible portion of the dues is considered to be a donation. Any payment over the dues amount is automatically treated as a donation. If there is a donation portion, you specify on the membership program which designations to use. You can specify multiple designations and assign each a percent value. Donations over the dues amount will be split across the designations as you specify.
For dues-based programs, you can also select which promotions can be used. Promotions are discounts that can be applied against a membership purchase or payment to reduce the total amount owed. For example, a membership program might have a student discount, as well as a $5 off promotion. Available promotions can be applied when the membership is sold or entered. For more information about promotions, see Membership Promotions.
|•||For annual, dues-based programs, you can also establish payment options.|
|•||Recurring and lifetime programs have payment options on the Payment Options/Levels tab.|
For information about payment options, see Payment Options for Membership Programs.
To manage rules for dues for membership programs that use them, select the Dues tab on the Add a membership program screen. Or from Memberships, click a membership program to go to the program page and select the Rules tab.