Rules for Dues-Based Programs and Levels

When you set up dues-based programs or levels, the Dues tab appears on the Add a membership program screen. Here, you can set up basic rules for the dues and any promotions that apply to the membership program. After you create the program, these settings appear under the Rules tab of the membership program record.

Note: Programs that have some dues-based levels and some contributions-based levels have both the Dues and Contributions tabs on the Add a membership program screen. After you create the program, all rules appear under the Rules tab of the membership program record.

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, you might offer a student discount for your membership program. Available promotions can be applied when the membership is sold or entered. For more information, 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.