Specifications Gift Receipting: Difference between revisions
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(Created page with '== Gift Entry == * import bank statements and match to existing donors/projects (plugins for local banks) * enter gifts manually, quickly * recurring gifts ** tell the bank to do…') |
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* recurring gifts | * recurring gifts | ||
** tell the bank to do direct debits (plugins for localisation) | ** tell the bank to do direct debits (plugins for localisation) | ||
* [[Gift Batch Import File Specification]] | |||
== Donor lifecycle == | == Donor lifecycle == | ||
| Line 16: | Line 18: | ||
** should work with Email, and printed letter | ** should work with Email, and printed letter | ||
** don't show details of donations, just the sum per month | ** don't show details of donations, just the sum per month | ||
** see [[Treasurer Report]] for details | |||
== Receipts == | == Receipts == | ||
* print receipt per donation, or annually | * print receipt per donation, or annually | ||
* easy template system for formatting the letter, with the gift details; must conform to local legal standards of the tax office for the donor to get tax refund etc | * easy template system for formatting the letter, with the gift details; must conform to local legal standards of the tax office for the donor to get tax refund etc | ||
Latest revision as of 06:12, 22 February 2013
Gift Entry
- import bank statements and match to existing donors/projects (plugins for local banks)
- enter gifts manually, quickly
- recurring gifts
- tell the bank to do direct debits (plugins for localisation)
Donor lifecycle
- for a first donation, mark the donor; produce a report, and provide mail merge functionality; add subscription for the new donor for your charities' magazine
- when the project finishes or the worker returns home, the donors need to be informed, and invited to support other projects
Reporting
- statistics on donations, per project/supported worker/motivation details
- statistics on donors: eg get all donors that have given more than x in the last y months to project z
- inform the recipient about the donations (either exporting to intranet server, or sending email etc; each day, once a month?)
- inform the treasurer of a worker back home about the level of incoming donations
- should work with Email, and printed letter
- don't show details of donations, just the sum per month
- see Treasurer Report for details
Receipts
- print receipt per donation, or annually
- easy template system for formatting the letter, with the gift details; must conform to local legal standards of the tax office for the donor to get tax refund etc