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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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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After clicking on "[[Image:Bouton Occasion de dons.png]] Donation occasions", this window opens.  
  
 
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| colspan="2" | [[Image:Donation_Occasion_Management_002.png]]<br>
 
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''The "Donation occasions" tab contains all the active donation occasions.
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''The "Beneficiary occasions" tab contains the beneficiary occasions. For more details concerning the beneficiary occasions, consult this procedure.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Deactivated occasions" contains the deactivated donation occasions. To learn how to reactivate a donation occasion, click here.
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is the list of donation occasions active in the database.
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_add_plus.png]] button allows you to create a new donation occasion.
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a donation occasion. To do so, select the donation occasion to be modified, then click on the [[Image:Button_Edit.png]] button, or simply double-click on the donation occasion to be modified.
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button_cancel.png]] button allows you to deactivate a donation occasion. To do so, select the donation occasion to be deactivated, then click on the [[Image:Button_cancel.png]] button. After clicking on the button, the donation occasion will be found in the "Deactivated occasions" tab. For more details, see letter <span style="color: rgb(255, 0, 0);">'''C'''</span>.
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a donation occasion from the list.
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'''NOTE:''' This option is not recommended, it is preferable to deactivate an occasion rather than delete it.
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After clicking on the [[Image:Button_Edit.png]] or [[Image:Button_add_plus.png]] button, this window opens.
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Revision as of 16:26, 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.

Donation Occasion Management 002.png

A: The "Donation occasions" tab contains all the active donation occasions.

B: The "Beneficiary occasions" tab contains the beneficiary occasions. For more details concerning the beneficiary occasions, consult this procedure.

C: The "Deactivated occasions" contains the deactivated donation occasions. To learn how to reactivate a donation occasion, click here.

D: It is the list of donation occasions active in the database.

E: The Button add plus.png button allows you to create a new donation occasion.

F: The Button Edit.png button allows you to modify a donation occasion. To do so, select the donation occasion to be modified, then click on the Button Edit.png button, or simply double-click on the donation occasion to be modified.

G: The Button cancel.png button allows you to deactivate a donation occasion. To do so, select the donation occasion to be deactivated, then click on the Button cancel.png button. After clicking on the button, the donation occasion will be found in the "Deactivated occasions" tab. For more details, see letter C.

H: The Button Minus remove delete.png button allows you to delete a donation occasion from the list.

NOTE: This option is not recommended, it is preferable to deactivate an occasion rather than delete it.



Adding / Editing a Donation Occasion

Main Window / Editing a Donation Occasion

After clicking on the Button Edit.png or Button add plus.png button, this window opens.

















"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

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