Processing contributions - Revision history

Rfs at 23:55, 6 July 2010

2010-07-06T23:55:34Z

Rfs at 20:29, 16 March 2010

2010-03-16T20:29:02Z

Rfs: /* Receipt */

2010-03-13T20:51:22Z

Receipt

Rfs: /* Notification of contribution */

2010-03-13T20:18:23Z

Notification of contribution

Rfs: /* Notification of contribution */

2010-03-13T20:08:44Z

Notification of contribution

Rfs at 19:50, 13 March 2010

2010-03-13T19:50:24Z

Rfs at 19:39, 13 March 2010

2010-03-13T19:39:01Z

Rfs: Contributions moved to Processing contributions

2010-03-13T19:31:26Z

Contributions moved to Processing contributions

Rfs: New page: digraph D { node [fontname="Helvetica", fontsize="11", shape="box"] edge [fontname="Helvetica"] arrives [label="Contribution arrives\nin mail,\nonline\nor walk-in, etc."...

2010-03-13T19:30:05Z

New page: <graphviz> digraph D { node [fontname="Helvetica", fontsize="11", shape="box"] edge [fontname="Helvetica"] arrives [label="Contribution arrives\nin mail,\nonline\nor walk-in, etc."...

New page

<graphviz>
digraph D {

node [fontname="Helvetica", fontsize="11", shape="box"]
edge [fontname="Helvetica"]

arrives [label="Contribution arrives\nin mail,\nonline\nor walk-in, etc."]
ticket [label="Create or Update\nRT ticket\nin Donations Queue"]
bookkeeping [label="Enter into books\nas Income on day received"]
enter_into_db [label="Enter contributor info\ninto database"]
thank_you_letter [label="Send thank you letter\nto contributor"]
receipt [label="Send official receipt\nto contributor"]

check [label="Are all the above steps finished?", shape="oval"]
done [label="Close ticket\nin RT queue"]

arrives -> ticket
ticket -> bookkeeping
ticket -> enter_into_db
ticket -> thank_you_letter
ticket -> receipt

receipt -> check
bookkeeping -> check
enter_into_db -> check
thank_you_letter -> check

check -> done [label="YES"]
check -> ticket [taillabel="NO"]

}
</graphviz>

[[Category: Accounting]]
[[Category: Fundraising]]

← Older revision		Revision as of 23:55, 6 July 2010
Line 84:		Line 84:
	[[Category: Accounting]]		[[Category: Accounting]]
	[[Category: Fundraising]]		[[Category: Fundraising]]
		+
		+	[[Category: Procedures]]

← Older revision		Revision as of 20:29, 16 March 2010
Line 36:		Line 36:
	</graphviz>		</graphviz>

−	~~== Notification of contribution ==~~
	Sometimes the money arrives on the same day that we learn about it, for example when someone mails us a check or manually gives us money in person.		Sometimes the money arrives on the same day that we learn about it, for example when someone mails us a check or manually gives us money in person.

@@ Line 81: / Line 81: @@
 == Receipt ==
-A proper receipt is necessary for the contributor's records (and tax deductions). There is specific wording that needs to be on a proper receipt when the contribution amount is above a certain amount. The receipt may accompany the thank you letter.
+A proper receipt is necessary for the contributor's records (and tax deductions). There is specific wording that needs to be on a proper receipt when the contribution amount is above a certain amount. (Something like "we affirm that no goods or services were provided in return for the donation amounts listed above.") The receipt may accompany the thank you letter.
 [[Category: Accounting]]
 [[Category: Fundraising]]

@@ Line 42: / Line 42: @@
 ; PayPal contributions
-: This happens when the contributor clicks on the "Donate" button on our web site. This generates an email with information that goes to the "donations" email list. Sometimes these "contributions" are actually payments for donations or fees, or other types of income (i.e. not a true contribution). Check the notes field on such transactions to see if they should be treated as a contribution or something else. (In the case of a donation or fee, the database donation receipt should be marked as an invoice on the day it was created and this should be considered a payment on that invoice.) '''Who handled this?'''
+: This happens when the contributor clicks on the "Donate" button on our web site. This generates an email with information that goes to the "donations" email list.
 : PayPal contributions should not be confused with PayPal payments for online sales. (We a separate PayPal account for that purpose.)
@@ Line 56: / Line 58: @@
 ; Mailed in money
-: This could come as a check in an envelope with a letter or return card.
+: This could come as a check in an envelope with a letter or return card. The notification date is the day we open the mail.
 == Bookkeeping ==

← Older revision		Revision as of 20:08, 13 March 2010
Line 40:		Line 40:

	Sometimes we received advance notification, for example when someone gives money online (in certain instances) but the money won't arrive until later on.		Sometimes we received advance notification, for example when someone gives money online (in certain instances) but the money won't arrive until later on.
		+
		+	; PayPal contributions
		+	: This happens when the contributor clicks on the "Donate" button on our web site. This generates an email with information that goes to the "donations" email list. Sometimes these "contributions" are actually payments for donations or fees, or other types of income (i.e. not a true contribution). Check the notes field on such transactions to see if they should be treated as a contribution or something else. (In the case of a donation or fee, the database donation receipt should be marked as an invoice on the day it was created and this should be considered a payment on that invoice.) '''Who handled this?'''
		+
		+	: PayPal contributions should not be confused with PayPal payments for online sales. (We a separate PayPal account for that purpose.)
		+
		+	; Employee matching contributions
		+	: This is when the contributor works for a company that has a contribution/donation program for their employees. Sometimes the employer matches the employees donation. We typically get these from individuals on a monthly, quarterly, or yearly basis. The date of notification in this case is when we receive written notice. (The actual money may come later on.)
		+
		+	; Facebook cause
		+	: This comes when people donate through our facebook cause page '''(details needed here -- name of cause?)'''. When we hear about these, we should use that date as the date of notification. The money arrives later on. There are more than one facebook causes that we have received contributions through. (At least two.)
		+
		+	; Authorize.net gateway
		+	: We used this for the 30hour day auction. In this case the money arrives shortly after the contribution is made. We are considering setting up a contribute button on our web site that could be similar to our PayPal contribution (above). It would need to ''only'' accept contribution, however, and not accept any fees.
		+
		+	; Mailed in money
		+	: This could come as a check in an envelope with a letter or return card.

	== Bookkeeping ==		== Bookkeeping ==

@@ Line 37: / Line 37: @@
 == Notification of contribution ==
-Sometimes the money arrives on the same day that we learn about it. For example, when someone mails us a check or manually gives us money in person.
+Sometimes the money arrives on the same day that we learn about it, for example when someone mails us a check or manually gives us money in person.
 == Bookkeeping ==
 == Database ==
 == Thank you letter ==
 == Receipt ==
 [[Category: Accounting]]
 [[Category: Fundraising]]

@@ Line 1: / Line 1: @@
 <graphviz>
 digraph D {
@@ Line 5: / Line 9: @@
    edge [fontname="Helvetica"]
-   arrives [label="Contribution arrives\nin mail,\nonline\nor walk-in, etc."]
+   arrives [label="Notification of a\ncontribution arrives\nin mail,\nonline\nor walk-in, etc."]
    ticket [label="Create or Update\nRT ticket\nin Donations Queue"]
-   bookkeeping [label="Enter into books\nas Income on day received"]
+   bookkeeping [label="Enter into books\nas income\non day we learned\nabout it"]
    enter_into_db [label="Enter contributor info\ninto database"]
    thank_you_letter [label="Send thank you letter\nto contributor"]
@@ Line 31: / Line 35: @@
+}
 </graphviz>
 [[Category: Accounting]]
 [[Category: Fundraising]]

← Older revision	Revision as of 19:31, 13 March 2010
(No difference)