Difference between revisions of "ProDon:Donation Occasion Management"
| Line 3: | Line 3: | ||
== Introduction == | == 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'''. <br> | + | 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'''. <br> |
| + | <br> | ||
| + | For instance : | ||
| − | For | + | '''For a gala-dinner''', it is possible to define: |
| − | + | The activities that generate revenues, such as: | |
| − | + | *Tickets | |
| − | + | *Platinum Sponsorship | |
| − | *Tickets | + | *Gold Sponsorship |
| − | *Platinum Sponsorship | ||
| − | *Gold Sponsorship | ||
*Donations | *Donations | ||
| + | <br> | ||
| + | The expenses for carrying out of the gala-dinner, such as: | ||
| − | + | *Reception hall rental | |
| − | + | *Caterer | |
| − | *Reception hall rental | ||
| − | *Caterer | ||
*Entertainement expenses | *Entertainement expenses | ||
| + | <br> | ||
| + | '''For an annual fundraising campaign''', it is possible to define: | ||
| − | + | The solicitation activities, such as: | |
| − | + | *First mailing | |
| − | + | *Second mailing as reminder | |
| − | *First mailing | + | *First mailing - Commitment (recurring donations, requires the commitment module) |
| − | *Second mailing as reminder | + | *Second mailing - Commitment (recurring donations, requires the commitment module) |
| − | *First mailing - Commitment (recurring donations, requires the commitment module) | ||
| − | *Second mailing - Commitment (recurring donations, requires the commitment module) | ||
*Unsolicitated donations | *Unsolicitated donations | ||
| + | <br> | ||
| + | The expenses for carrying out the campaign, such as: | ||
| − | + | *Postal charges | |
| − | |||
| − | *Postal charges | ||
*Promotional material | *Promotional material | ||
| − | + | <br> | |
'''NOTE: '''For donation occasions related to "''In Memoriam'' Gifts" and "Beneficiary Donation Occasions", first consult these documents: | '''NOTE: '''For donation occasions related to "''In Memoriam'' Gifts" and "Beneficiary Donation Occasions", first consult these documents: | ||
| − | *''In Memoriam | + | *''In Memoriam ''Gifts |
*Beneficiary Module | *Beneficiary Module | ||
Revision as of 14:39, 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
| |
| |
| | |
| | |
| |
|
| |
|
| |
|
| |
|
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
