Specifications Gift Receipting: Difference between revisions

From OpenPetra Wiki
Jump to navigation Jump to search
(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…')
 
No edit summary
 
(One intermediate revision by one other user not shown)
Line 4: Line 4:
* 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