Difference between revisions of "ProDon:Donation Occasion Management"

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== Introduction  ==
 
== Introduction  ==
  
A donation occasion is a source of funding. It is the centre of '''''ProDon''''''s financial structure. An event is a donation occasion; but other sources of revenues, such as general donations or planned gifts are also donation occasions. Each of the donation occasions comprises '''activities''' and '''expenses'''. <br>
+
A donation occasion is a source of funding. It is the centre of '''''ProDon''''''s financial structure. An event is a donation occasion; but other sources of revenues, such as general donations or planned gifts are also donation occasions. Each of the donation occasions comprises '''activities''' and '''expenses'''. <br>  
  
 +
<br>
  
 +
For instance&nbsp;:
  
For instance :
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'''For a gala-dinner''', it is possible to define:  
  
'''For a gala-dinner''', it is possible to define:
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The activities that generate revenues, such as:  
  
The activities that generate revenues, such as:
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*Tickets  
 
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*Platinum Sponsorship  
*Tickets
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*Gold Sponsorship  
*Platinum Sponsorship
 
*Gold Sponsorship
 
 
*Donations
 
*Donations
  
 +
<br>
  
 +
The expenses for carrying out of the gala-dinner, such as:
  
The expenses for carrying out of the gala-dinner, such as:
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*Reception hall rental  
 
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*Caterer  
*Reception hall rental
 
*Caterer
 
 
*Entertainement expenses
 
*Entertainement expenses
  
 +
<br>
  
 +
'''For an annual fundraising campaign''', it is possible to define:
  
'''For an annual fundraising campaign''', it is possible to define:
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The solicitation activities, such as:  
  
The solicitation activities, such as:
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*First mailing  
 
+
*Second mailing as reminder  
*First mailing
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*First mailing - Commitment (recurring donations, requires the commitment module)  
*Second mailing as reminder
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*Second mailing - Commitment (recurring donations, requires the commitment module)  
*First mailing - Commitment (recurring donations, requires the commitment module)
 
*Second mailing - Commitment (recurring donations, requires the commitment module)
 
 
*Unsolicitated donations
 
*Unsolicitated donations
  
 +
<br>
  
 +
The expenses for carrying out the campaign, such as:
  
The expenses for carrying out the campaign, such as:
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*Postal charges  
 
 
*Postal charges
 
 
*Promotional material
 
*Promotional material
  
 
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<br>
  
 
'''NOTE: '''For donation occasions related to "''In Memoriam'' Gifts" and "Beneficiary Donation Occasions", first consult these documents:  
 
'''NOTE: '''For donation occasions related to "''In Memoriam'' Gifts" and "Beneficiary Donation Occasions", first consult these documents:  
  
*''In Memoriam Gifts''
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*''In Memoriam ''Gifts
 
*Beneficiary Module
 
*Beneficiary Module
  

Revision as of 15:39, 24 October 2011

Template:Header ProDon

Introduction

A donation occasion is a source of funding. It is the centre of ProDon's financial structure. An event is a donation occasion; but other sources of revenues, such as general donations or planned gifts are also donation occasions. Each of the donation occasions comprises activities and expenses.


For instance :

For a gala-dinner, it is possible to define:

The activities that generate revenues, such as:

  • Tickets
  • Platinum Sponsorship
  • Gold Sponsorship
  • Donations


The expenses for carrying out of the gala-dinner, such as:

  • Reception hall rental
  • Caterer
  • Entertainement expenses


For an annual fundraising campaign, it is possible to define:

The solicitation activities, such as:

  • First mailing
  • Second mailing as reminder
  • First mailing - Commitment (recurring donations, requires the commitment module)
  • Second mailing - Commitment (recurring donations, requires the commitment module)
  • Unsolicitated donations


The expenses for carrying out the campaign, such as:

  • Postal charges
  • Promotional material


NOTE: For donation occasions related to "In Memoriam Gifts" and "Beneficiary Donation Occasions", first consult these documents:

  • In Memoriam Gifts
  • Beneficiary Module

Donation Occasion Management
















Adding / Editing a Donation Occasion

Main Window / Editing a Donation Occasion


















"Documents" Tab








"Custom. fields" Tab





"Link client(s)" Tab




















"Others" Tab









"Note" Tab





Adding /Editing a Revenue Activity


Main screen / Editing an Activity

















"Documents" Tab





"Custom. fields" Tab





"Others" Tab














"Characteristics" Tab












"Trans. Charact." Tab


"Commit. charact." Tab


"Participants" Tab


Adding / Editing an Expenditure Activity





Document name: ProDon:Donation Occasion Management