Returns a subset of fundr_rating_levels based on a preset or custom
thresholds. Use this to get levels appropriate for your organization's
capacity rating scale.
Usage
rating_levels(
preset = c("all", "small", "medium", "large"),
include = NULL,
bucket_map = NULL
)Arguments
- preset
A preset name: "small", "medium", "large", or "all" (default).
"small": Major at $25K+, Principal at $250K+ (community foundations)
"medium": Major at $50K+, Principal at $1M+ (mid-size orgs)
"large": Major at $100K+, Principal at $5M+ (universities, hospitals)
"all": All available thresholds (comprehensive)
- include
Numeric vector of specific thresholds to include. If provided, overrides
preset. Values must exist infundr_rating_levels$rating_value.- bucket_map
Named character vector mapping thresholds to buckets. Names should be threshold values (as character), values should be bucket names ("Principal", "Major", "Mid-Level", "Annual", "Unrated"). Only used with
include.
Value
A data frame with columns rating_value, rating_level, and
rating_bucket, suitable for use with bucket_rating_level().
See also
Other bucketing:
bucket_gift_level(),
bucket_rating_level(),
gift_levels()
Examples
# Get small shop levels
rating_levels("small")
#> rating_value rating_level rating_bucket
#> 1 0.0e+00 U - Unrated Unrated
#> 2 1.0e+00 O - Less than $5K Annual
#> 3 5.0e+03 N - $5K to $9.9K Mid-Level
#> 4 2.5e+04 L - $25K to $49.9K Major
#> 5 2.5e+05 I - $250K to $499K Principal
#> 6 1.0e+06 G - $1M to $2.49M Principal
#> 7 5.0e+06 E - $5M to $9.9M Principal
#> 8 2.5e+07 C - $25M to $49.9M Principal
# Get large shop levels
rating_levels("large")
#> rating_value rating_level rating_bucket
#> 1 0.0e+00 U - Unrated Unrated
#> 2 1.0e+00 O - Less than $5K Annual
#> 3 5.0e+03 N - $5K to $9.9K Annual
#> 4 1.0e+04 M - $10K to $24.9K Annual
#> 5 2.5e+04 L - $25K to $49.9K Mid-Level
#> 6 5.0e+04 K - $50K to $99.9K Mid-Level
#> 7 1.0e+05 J - $100K to $249K Major
#> 8 2.5e+05 I - $250K to $499K Major
#> 9 5.0e+05 H - $500K to $999K Major
#> 10 1.0e+06 G - $1M to $2.49M Major
#> 11 2.5e+06 F - $2.5M to $4.9M Major
#> 12 5.0e+06 E - $5M to $9.9M Principal
#> 13 1.0e+07 D - $10M to $24.9M Principal
#> 14 2.5e+07 C - $25M to $49.9M Principal
#> 15 5.0e+07 B - $50M to $99.9M Principal
#> 16 1.0e+08 A - $100M+ Principal
# Get all levels
rating_levels()
#> rating_value rating_level rating_bucket
#> 1 0.0e+00 U - Unrated Unrated
#> 2 1.0e+00 O - Less than $5K Annual
#> 3 5.0e+03 N - $5K to $9.9K Annual
#> 4 1.0e+04 M - $10K to $24.9K Annual
#> 5 2.5e+04 L - $25K to $49.9K Mid-Level
#> 6 5.0e+04 K - $50K to $99.9K Mid-Level
#> 7 1.0e+05 J - $100K to $249K Major
#> 8 2.5e+05 I - $250K to $499K Major
#> 9 5.0e+05 H - $500K to $999K Major
#> 10 1.0e+06 G - $1M to $2.49M Major
#> 11 2.5e+06 F - $2.5M to $4.9M Major
#> 12 5.0e+06 E - $5M to $9.9M Principal
#> 13 1.0e+07 D - $10M to $24.9M Principal
#> 14 2.5e+07 C - $25M to $49.9M Principal
#> 15 5.0e+07 B - $50M to $99.9M Principal
#> 16 1.0e+08 A - $100M+ Principal
# Custom selection with custom bucket assignments
rating_levels(
include = c(0, 1, 10000, 50000, 250000),
bucket_map = c("0" = "Unrated", "1" = "Annual", "10000" = "Mid-Level",
"50000" = "Major", "250000" = "Principal")
)
#> rating_value rating_level rating_bucket
#> 1 0 U - Unrated Unrated
#> 2 1 O - Less than $5K Annual
#> 3 10000 M - $10K to $24.9K Mid-Level
#> 4 50000 K - $50K to $99.9K Major
#> 5 250000 I - $250K to $499K Principal
# Use with bucket_rating_level()
ratings <- c(5000, 50000, 500000)
bucket_rating_level(ratings, levels = rating_levels("small"))
#> [1] N - $5K to $9.9K L - $25K to $49.9K I - $250K to $499K
#> 8 Levels: C - $25M to $49.9M < E - $5M to $9.9M < ... < U - Unrated