ProDon:Donation Occasion Management

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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 expenditures.

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 expenditures 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 expenditures 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".

After clicking on " Donation occasions", this window opens.
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 allows you to create a new donation occasion.	F: The button allows you to modify a donation occasion. To do so, select the donation occasion to be modified, then click on the button, or simply double-click on the donation occasion to be modified.
G: The button allows you to deactivate a donation occasion. To do so, select the donation occasion to be deactivated, then click on the 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 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 or button, this window opens.

Adding / Editing an Expenditure Activity

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Document name: ProDon:Donation Occasion Management

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