How can a nonprofit categorize its donors into Gold, Silver, and Bronze?

Categorizing donors into tiers like Gold, Silver, and Bronze is effectively achieved through the setup of NPSP Levels based on parameters such as Total Gifts This Year. The NPSP Levels functionality is designed specifically for organizations to segment their donors, allowing for easy identification of giving levels based on cumulative donation amounts.

This method leverages the built-in capabilities of the Nonprofit Success Pack (NPSP), ensuring that the categorization is not only systematic but also aligns with other NPSP features. By using Total Gifts This Year as the criterion, nonprofits can dynamically update donor levels as contributions come in, ensuring that the categorization reflects the most current data.

Other options might involve additional steps or custom development but may not provide the same streamlined approach or the ability to automatically respond to changes in donor contributions. For instance, using a picklist field or creating a custom field with Process Builder could require more manual upkeep and may not seamlessly integrate with NPSP functionalities. The use of custom triggers could also introduce complexity and maintenance challenges that could be avoided by utilizing the existing NPSP structure. Thus, opting for NPSP Levels is the most efficient and effective way to categorize donors.