Processing Monetary Donations - Revision history

Kevin.Williams at 21:16, 25 April 2014

2014-04-25T21:16:40Z

2010-08-27T01:19:25Z

Online Donations

2010-08-27T01:17:53Z

Through the Mail

2010-07-06T23:54:06Z

Making the Thank You Note

2010-02-20T00:16:36Z

Through the Mail

2009-05-28T23:45:00Z

Making the Thank You Note

2009-05-28T23:43:49Z

What to do When the Donation Comes In

2009-05-28T18:44:14Z

What to do When the Donation Comes In

2009-05-26T19:09:09Z

2009-02-17T23:08:07Z

← Older revision		Revision as of 21:16, 25 April 2014
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		+	{{migrated}}
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		+	[https://docs.google.com/document/d/1Jl4tp0aeLO4nAfm9f4-GBjwZOmsUb-CtcxrRBcLGi_w/edit?usp=sharing Link]
		+
	These instructions are intended for those working at the front (donations) desk, those who process our snail mail, and whoever is making thank you notes for donors who give us a large chunk of money. We like to acknowledge these donors so they keep coming back!		These instructions are intended for those working at the front (donations) desk, those who process our snail mail, and whoever is making thank you notes for donors who give us a large chunk of money. We like to acknowledge these donors so they keep coming back!

@@ Line 30: / Line 30: @@
 ===Online Donations===
-When someone donates via PayPal, PayPal automatically e-mails donations at freegeek.org (and therefore creates an RT ticket) with whatever information the donor provided. Many of these donations are under $100 and these can be resolved in RT. Invoices, spam, etc. need to be redirected. Those that are $100 or more get either a thank you letter via mail or if only their e-mail is given via mail.
+When someone donates via PayPal, PayPal automatically e-mails donations at freegeek.org with whatever information the donor provided. Those that are $100 or more get either a thank you letter via mail or if only their e-mail is given via e-mail.
 ==Making the Thank You Note==

@@ Line 19: / Line 19: @@
 ===Through the Mail===
-# Give the check with envelope to the Office Coordinator
+# Give the check with envelope to the Beancounter who will process the check and pass the info to the thank you group
 # E-mail "donations at freegeek dot org" with this info:
 #* Name of donor

@@ Line 59: / Line 59: @@
 [[Category:Inreach]]
 [[Category:Accounting]]
-[[Category:Howto]]
+[[Category: Procedures]]
 [[Category:Donation Desk]]

@@ Line 19: / Line 19: @@
 ===Through the Mail===
-# Give the check with envelope to Mary Kate
+# Give the check with envelope to the Office Coordinator
 # E-mail "donations at freegeek dot org" with this info:
 #* Name of donor

@@ Line 31: / Line 31: @@
 ==Making the Thank You Note==
-'''Look at the Donations RT queue.'''  Floppy disk thank you cards are in the "mailing" folder underneath the register at the donation station. The Special Thank You Receipts are located in [[Dead trees]]. You'll need to edit the receipt where indicated to make it accurate.
+'''Look at the Donations RT queue.'''  Floppy disk thank you cards are in the "mailing" folder underneath the register at the donation station. These cost 84 cents to mail, as of early 2009. The Special Thank You Receipts are located in [[Dead trees]]. You'll need to edit the receipt where indicated to make it accurate.
 When you're done making the thank you, resolve the RT ticket, noting the date, and write "thank you sent". (If there's spam in the queue, move it to the Spam RT queue.)

@@ Line 7: / Line 7: @@
 ===At the Front Desk===
 # Process the donation as normal, handing the donor his/her tax receipt
-# E-mail "marykate at freegeek dot org" with the phrase "Donation Thank You" in the subject.
+# E-mail "donations at freegeek dot org" with the phrase "Donation Thank You" in the subject.
 #* Donation ID number
 #* Name of donor
@@ Line 20: / Line 20: @@
 ===Through the Mail===
 # Give the check with envelope to Mary Kate
-# E-mail "marykate at freegeek dot org" with this info:
+# E-mail "donations at freegeek dot org" with this info:
 #* Name of donor
 #* Address of donor

@@ Line 1: / Line 1: @@
-These instructions are intended for those working at the front desk, those who process our snail mail, and whoever is making thank you notes for donors who give us a large chunk of money. We like to acknowledge these donors so they keep coming back!
+These instructions are intended for those working at the front (donations) desk, those who process our snail mail, and whoever is making thank you notes for donors who give us a large chunk of money. We like to acknowledge these donors so they keep coming back!
 ==When to Use this Process==
@@ Line 60: / Line 60: @@
 [[Category:Accounting]]
 [[Category:Howto]]
-[[Category:Front Desk]]
+[[Category:Donation Desk]]