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 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".

After clicking on " Donation occasions", this window opens.

Adding / Editing an Expenditure Activity

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Document name: ProDon:Donation Occasion Management

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