Difference between revisions of "ProDon:Donation Occasion Management"

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== Donation Occasion Management  ==
 
== Donation Occasion Management  ==
  
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To go to the "Donation Occasion Management", from the software home page, click on the "Transactions" menu, then select "[[Image:Bouton_Occasion_de_dons.png]] Donation occasions".
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After clicking on "[[Image:Bouton_Occasion_de_dons.png]] Donation occasions", this window opens.
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Revision as of 14:47, 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

To go to the "Donation Occasion Management", from the software home page, click on the "Transactions" menu, then select "Bouton Occasion de dons.png Donation occasions".

Donation Occasion Management 001.png


After clicking on "Bouton Occasion de dons.png Donation occasions", this window opens.












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