Difference between revisions of "Processing Monetary Donations"

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#* Indicate that they were given a receipt
 
#* Indicate that they were given a receipt
  
*** Do not take credit card payments over the phone. Direct the donor toward paypal.
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*       Do not take credit card payments over the phone. Direct the donor toward paypal.
  
 
===Online Donations===
 
===Online Donations===

Revision as of 16:21, 24 January 2008

These instructions are intended for those working at the front desk, those who process our snail mail, and whoever's making thank you notes for donors who give us a large chunk of money. This page gives instructions for how to process large monetary donations that come in through the front door (with or without hardware), through one of our online donation systems like Paypal, and through the mail. We like to acknowledge these donors so they keep coming back!

When to Use this Process

  • If a donor gives us hardware plus money, if the donation, minus monitor fees, is $100 or over
  • If a donor simply comes in the front door and gives us $100 or more without hardware
  • If someone donates money online through Paypal, etc.
  • If someone donates money through the mail

What to do When the Donation Comes In

At the Front Desk

  1. Process the donation as normal, handing the donor his/her tax receipt
  2. Send an email to donations@freegeek.org. This will create an RT ticket in the Donations queue. Include:
    • Link to donation from the database or donation number
    • address of donor
    • Indicate that they were given a receipt
  • Do not take credit card payments over the phone. Direct the donor toward paypal.

Online Donations

The RT ticket is automatically generated in the Donations queue.

Through the Mail

  1. Give the check with envelope to Richard
  2. Send an email to donations@freegeek.org. This will create an RT ticket in the Donations queue. Include:
    • Name, address, any other contact info, the amount of money they gave us, and any other pertanent info
    • Indicate that they were NOT given a receipt

Making the Thank You Note

Look at the Donations RT queue. Floppy disk thank you cards are in Shawn and Liane's office, and the Special Thankyou Receipts are located at /usr/local/outreach/donations on ryukin. 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. (If there's spam in the queue, move it to the Spam RT queue.)

Online Donations

All online donations get a thank you email, unless an address was given, and the amount is more than $100. Include a receipt in snailmail thank you letters.

Donor Already Has a Receipt

Send a thank you floppy.

Donor Doesn't Have Receipt

Send a Special Thankyou Receipt. Pick the correct one: either "money only" or "money and hardware".