Membership Benefits

With some membership programs, you might offer special benefits to members at a certain level, such as a key chain or calendar. You can associate benefits with benefit levels so that higher levels have higher-value benefits. You can also make benefits cumulative. If the "Standard" level has a key chain, the "Premium" level can have the key chain plus a coffee mug. The Benefits Catalog is located in Fundraising, but you can also add benefits from a membership program record.

Tip: To set up benefits before you add a membership program, from Fundraising, select Benefits Catalog under Configuration.

The monetary value of a benefit reduces the tax deductible amount of the membership. For example, if a benefit is worth $5, the tax deductible amount of the membership, if applicable, would be reduced by that amount.

When you set up a membership program, you can associate benefits with its levels under the Benefits tab. After the program is set up, you can manage benefits from the Benefits tab of the program record.

From the Benefits tab of a membership program record, you can also:

• Select which card format to use for membership cards.

• Select which name format to use for the membership cards.

• Specify whether all of the amount, part of the amount, or none of the amount of membership dues is tax-deductible.

Note: Add-ons and benefits are similar. Benefits are things like items members automatically receive with their memberships or membership levels. Add-ons are optional offerings members can "add on" to their membership, for an additional cost or not depending on the item.