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 15:47, 24 October 2011
Contents
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 " Donation occasions". |
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Adding / Editing a Donation Occasion
Main Window / Editing a Donation Occasion
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"Documents" Tab
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"Custom. fields" Tab
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"Link client(s)" Tab
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"Others" Tab
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"Note" Tab
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Adding /Editing a Revenue Activity
Main screen / Editing an Activity
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"Documents" Tab
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"Custom. fields" Tab
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"Others" Tab
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"Characteristics" Tab
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"Trans. Charact." Tab
"Commit. charact." Tab
"Participants" Tab
Adding / Editing an Expenditure Activity
Document name: ProDon:Donation Occasion Management