Difference between revisions of "ProDon:Donation Occasion Management"

Revision as of 10:04, 26 October 2011

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 donation occasions. For more details concerning the beneficiary donation occasions, consult this procedure.
C: The "Deactivated occasions" tab 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 deleting it.

Adding / Editing a Donation Occasion

Main Window / Editing a Donation Occasion

After clicking on the or button, this window opens.

A: These buttons allow you to browse from one donation occasion to the other without necessarily having to return to the "Donation occasion management" window.	B: This line contains the donation occasion code. This code can serve as a shortcut in order to accelerate subsequent donation entry.
C: This line contains the description of the donation occasion. This description is actually the name of the donation occasion and it is the name that will appear on the receipts.	D: If this option is checked, it is impossible to enter a donation transaction without linking it to an activity.
E: If this box is checked, it is possible to create a new activity when logging a transaction.	F: This box allows you to activate the "In Memoriam gift management". For more information concerning In Memoriam gifts, consult this procedure.
G: By unchecking this box, the donation occasion is deactivated. Once the donation occasion is deactivated, it is found in the "Deactivated occasions" tab. NOTE: It is also possible to deactivate a donation occasion from the "Donation occasion management", but it is only possible to reactivate it from this box.	H: By unchecking this box, the donation is no longer excluded from the reports and the lists. To include the donation occasion back in the reports and the lists, you simply need to check this box again. NOTE: Generally, when a donation occasion has not been active for about 5 years, it is irrelevant to include it in the reports and lists.
I: This box must be checked if it is a beneficiary donation occasion. For more information concerning beneficiary donation occasions, consult this procedure.	J: It is the list of activities for the "Golf Tournament-2011" donation occasion.
K: This button activates the search bar.	L: These buttons allow you to add, edit or remove a revenue activity.
M: The "Expenditures" tab contains the expenditure activities for the "Golf Tournament-2011" donation occasion. For more information concerning expenditures, consult the "Adding / Editing an Expenditure Activity" section.

"Documents" Tab

This tab allows you to choose the documents to be issued once the donation transaction is transferred. This document can, for instance, be a thank-you letter that will be sent to the donor. For more details concerning the documents to be issued, click here.


A: It is the list of the documents to be issued for this donation occasion. To select one of them, simply check one or more wanted documents. CAUTION: By selecting a document for a donation occasion, it is produced for all activities. To learn how to select a document required for an activity, consult the "Main Window / Editing an Activity" section.	B: The button allows you to create a new document, if it has not been defined beforehand in the "Master document management".
C: Allows you to indicate the default General Ledger code to be used for the revenues and expenditures in the transaction logging. To be able to choose them here, they must have been defined beforehand in the "General Ledger account management". CAUTION: By selecting a General Ledger code for the donation occasion, it will be assigned to all activities. To learn how to select a General Ledger code required for an activity, consult the "Main Window / Editing an Activity" section.

"Cust. field" Tab

This tab allows you to activate customized fields to manage notions that do not exist in ProDon.


A: To activate a customized field, simply check the box of the wanted field. The selected field or fields will be visible when entering any transaction related to this donation occasion. CAUTION: By selecting a field for the donation occasion, it will be produced for all activities. To learn how to select a field required for an activity, consult the "Main Window / Editing an Activity" section. NOTE: The customized fields visible in the list have been created beforehand. Those are customized fields of transaction type. To learn how to edit or create new ones, consult the "Customized Field Configuration" document.

"Client link" Tab

This tab allows you to document a client, other than the payer of the transaction. For example, if a donation in honour of someone is done, "Client No. 1" could be the person to be honoured, then "Client No. 2" could be the person to be notified of the receipt of the gift.


A: If this box is checked, it is possible to link a client when entering each transaction for this donation occasion.	B: If this box is checked, it is impossible to record a transaction if no linked client is associated with the transaction.
C: Allows you to indicate the label of the linked client No. 1, for example, "Person to be honoured".	D: Allows you to do a shortlisting of the clients of the database to search the linked client. For instance, if the box "From the following category" were checked and that a "Clients to be honoured" category had been created, it would be possible to select this category in order to search the client from a smaller selection, rather than searching the client among "All" the clients of the database. NOTE: To edit or delete categories, from the software home page, click on the "Clients" menu, then select " Categories of clients".


A: If this box is checked, it is possible to link a second client when entering each transaction of this donation occasion.	B: If this box is checked, it is impossible to enter any transaction if the two lonked clients are not associated with the transaction.
C: Allows you to indicate the label of the linked client No. 2, for example, "Person to be notified".	D: Allows you to do a shortlisting of the clients of the database to search the linked client. For instance, if the box "From the following category" were checked and that a "Clients to be notified" category had been created, it would be possible to select this category in order to search the client from a smaller selection, rather than searching the client among "All" the clients of the database. NOTE: To edit or delete categories, from the software home page, click on the "Clients" menu, then select " Categories of clients".


A: If this box is checked, it is possible to automatically link the person to be notified to the person to be honoured once a first transaction is entered for this donation occasion. The link between "Client No. 1" and "Client No. 2" will be created in their client files.	B: This box allows you to indicate the link, for example, "Person to be honoured / Person to be notified". For more details on links, consult this procedure.
C: If this box is checked, the reverse link is used, for example, instead of "Person to be honoured / Person to be notified" in B, it would be "Person to be notified / Person to be honoured".	D: By clicking on the button, it is possible to add a new link type.

"Other" Tab


A: Allows you to specify the campaign in which the donation occasion is found.	B: Allows you to specify the accounting project account of the donation occasion.
C: If this box is checked, the accounting project specified in B is entered automatically duting a transaction entry and it is possible to modify it.	D: If this box is checked, it is impossible to leave the accounting project empty when entering a transaction.
E: If this box is checked, it is possible to modify the thank-you chosen in F. If it is not checked, the default thank-you will inevitably be used in the issuance of the receipts.	F: If a thank-you is chosen, the issued receipt is a receipt with integrated thank-you, and the thank-you chosen here will be integrated by default to the receipt. For more details on the receipts with integrated thank-you, click here.

"Note" Tab

This tab allows you to write a note of internal management. This note will only be visible in this management screen.


A: Write the note of internal management here.

Adding / Editing a Revenue Activity

To learn how to sdd or edit a revenue activity, consult letter L of "Main Window / Editing a Donation Occasion" of the "Adding / Editing a Donation Occasion" section.

Main screen / Editing an Activity

After clicking on the or button, this window opens.

A: These buttons allow you to browse from one revenue activity to the other without necessarily having to return to the "Edit donation occasion" screen.	B: This line contains the code of the revenue activity. This code can serve as a shortcut to accelerate the subsequent donation entry.
C: This line contains the description of the revenue activity. This description actually is the name of theactivity and it is this name that will appear on the receipts.	D: If this option is activated, it is an activity for which the amount of the donation has not been defined in advance. The amount will be known only when entering the transaction (e.g. Pure gift).
E: If this option is activated, it is an activity for which the sale price has been defined in advance (e.g. sales of tickets, items, etc.).	F: This option is activated if no receipt has to be issued for the activity.
G: This option allows you to send only one annual receipt for this activity. For more information on annual receipts, consult the "Processing Receipts to be Issued" document.	H: This option must be activated if the amount of the receipt and the amount paid by the donor are different because the value of the benefit has to be considered and also because the value is not known yet. If this box is checked, the receipts are in the "Receipts to be calculated" tab of the "Processing Receipts to be Issued". For more information, click here.
I: This option must be activated when the value of the benefit is known. The value of the benefit is the amount the donor receives, for example, the round of golf and the dinner in the golf tournament. In this example, the value of the benefit is $125.00 and the participant pays $250.00 for the purchase of the ticket, the receipt will be for $125.00.	J: This line allows you to enter the description of the benefit. This description will appear on the receipts as required by Canada Revenue Agency. In this example, the donor will participate in a round of golf and will have dinner. Moreover, the button allows you to translate this description in other languages if several languages of communication are activated in ProDon (English, French, etc.).
K: This line indicates the amount of the receipt that is automatically calculated by ProDon, according to the difference between the paid amount and the value of the benefit. In this example, the ticket price is $250.00 and the benefit is $125.00, so the amount received will be $125.00.	L: This line allows you to specify the origin of the gift. To add or modify the choices, from the software home page, click on the "Transactions" menu, then select "Origin codes".