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Giving Categories are set up on fundraising activity records. These giving categories allow schools to calculate giving levels at different increments for their capital initiatives and/or annual funds. To set up a giving category, perform the following steps:
- Navigate to the Fundraising Activity record via the Find Fundraising Activity query on the Development homepage.
- Click on the Giving Categories tab in the column on the left.
- Click the Add Record... button to add a new Giving Category for this fundraising activity.
- Populate the Description, Status, and Primary Dev Role fields and then click Update.