Difference between revisions of "Processing Monetary Donations"
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| − | These instructions are intended for those working at the front desk, those who process our snail mail, and whoever | + | 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! |
==When to Use this Process== | ==When to Use this Process== | ||
| − | + | If someone donates money at the front desk, through PayPal, or through the mail of $100 or more (fees not included). | |
| − | |||
| − | |||
| − | |||
==What to do When the Donation Comes In== | ==What to do When the Donation Comes In== | ||
===At the Front Desk=== | ===At the Front Desk=== | ||
# Process the donation as normal, handing the donor his/her tax receipt | # Process the donation as normal, handing the donor his/her tax receipt | ||
| − | # | + | # E-mail donations at freegeek.org with the phrase "Front Desk Donation" in the subject. |
| − | #* | + | #* Donation ID number |
#* Name of donor | #* Name of donor | ||
#* Address of donor | #* Address of donor | ||
#* What they donated | #* What they donated | ||
| − | #* How much | + | #* How much money they donated |
#* The date of donation | #* The date of donation | ||
| − | #* Indicate | + | #* Indicate if they were given a receipt |
| − | + | '''Do not take credit card payments over the phone. Direct the donor toward PayPal.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
===Through the Mail=== | ===Through the Mail=== | ||
# Give the check with envelope to Mary Kate or Richard | # Give the check with envelope to Mary Kate or Richard | ||
| − | # | + | # E-mail donations at freegeek.org with this info: |
| − | #* Name | + | #* Name of donor |
| + | #* Address of donor | ||
| + | #* How much money they donated | ||
| + | #* The date of donation (either on the check or day received) | ||
#* Indicate that they were NOT given a receipt | #* Indicate that they were NOT given a receipt | ||
| + | |||
| + | ===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. | ||
==Making the Thank You Note== | ==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 | + | '''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. |
| + | |||
| + | 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.) | ||
| − | + | If we only have an e-mail address, copy and paste this e-mail template: | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | SUBJECT LINE: Thank You From Free Geek | |
| − | + | ||
| + | BODY: | ||
| + | |||
| + | Dear <name>, | ||
| + | |||
| + | On behalf of the Community Council, Board of Directors, and Staff of Free Geek I want to express our gratitude for your generosity. Your donation of <amount received> on <date received> supports Free Geek in a myriad of ways. As a not-for-profit, Free Geek relies on the support of the community to | ||
| + | continue our educational programs which provide equal access to technology. Additionally, your donation helps Free Geek to achieve an impressive rate of computer reuse. | ||
| + | |||
| + | Our success is possible because of the generosity and kindness of <business/organizations/people> like <you/yours>! Thank you so much for helping bridge the digital divide and improve the environment. If you would like a paper copy of your tax receipt, please e-mail me with your address and I will send you one. | ||
| + | |||
| + | Free Geek's tax identification number is 93-1292010. | ||
| + | |||
| + | Sincerely, | ||
| + | <your name, title> | ||
| + | The Community Council, Board, and Staff of Free Geek | ||
| + | |||
[[Category:Outreach]] | [[Category:Outreach]] | ||
Revision as of 15:40, 14 January 2009
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!
When to Use this Process
If someone donates money at the front desk, through PayPal, or through the mail of $100 or more (fees not included).
What to do When the Donation Comes In
At the Front Desk
- Process the donation as normal, handing the donor his/her tax receipt
- E-mail donations at freegeek.org with the phrase "Front Desk Donation" in the subject.
- Donation ID number
- Name of donor
- Address of donor
- What they donated
- How much money they donated
- The date of donation
- Indicate if they were given a receipt
Do not take credit card payments over the phone. Direct the donor toward PayPal.
Through the Mail
- Give the check with envelope to Mary Kate or Richard
- E-mail donations at freegeek.org with this info:
- Name of donor
- Address of donor
- How much money they donated
- The date of donation (either on the check or day received)
- Indicate that they were NOT given a receipt
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.
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.
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.)
If we only have an e-mail address, copy and paste this e-mail template:
SUBJECT LINE: Thank You From Free Geek
BODY:
Dear <name>,
On behalf of the Community Council, Board of Directors, and Staff of Free Geek I want to express our gratitude for your generosity. Your donation of <amount received> on <date received> supports Free Geek in a myriad of ways. As a not-for-profit, Free Geek relies on the support of the community to continue our educational programs which provide equal access to technology. Additionally, your donation helps Free Geek to achieve an impressive rate of computer reuse.
Our success is possible because of the generosity and kindness of <business/organizations/people> like <you/yours>! Thank you so much for helping bridge the digital divide and improve the environment. If you would like a paper copy of your tax receipt, please e-mail me with your address and I will send you one.
Free Geek's tax identification number is 93-1292010.
Sincerely, <your name, title> The Community Council, Board, and Staff of Free Geek