From the first gift to the thank-you — and the receipt
Every donor is a record with how they give and how they wish to be recognised. Each gift is recorded under Donations by fund and campaign, posted once to donation income with the fund on the journal, receipted, and thanked by a workflow that makes the tasks.
Who uses it
- Fundraiser
- Finance
- Director
What it does
- Donors: individuals, companies’ CSI programmes, trusts and foundations, faith-based organisations and government — with how they give, how they wish to be recognised and how they prefer to hear from you.
- Donations and pledges: the donor, the amount, the day it arrived, how, the fund and the campaign.
- Posted once to 4480 Donation income (or another income account a person names): debit the bank, credit donation income, no VAT, the fund on the journal’s tracking.
- Section 18A receipts numbered and worded as section 18A(2)(a) requires, once your approval number is recorded; otherwise an acknowledgement that says it is not an 18A receipt.
- Workflows: donor welcome and thank-you, gift processing (seen in the bank, recorded, receipted and thanked within two working days), and major gifts from cultivation to stewardship.
How it works
- Add the donor.
- Record the gift by fund.
- Give the receipt.
- Thank the donor.
The controls that protect it
- A gift paid into the bank is marked received only by a person who has seen it there; a card gift on your donation site is confirmed by the payment gateway.
- A receipt, once given, never changes; a gift with an 18A receipt is not reversed in Donations.
- Receipts for gifts your team records are e-mailed only when a person says so; a gift given on your donation site is receipted once it is booked.
What it does not do (yet)
- 18A receipt data is not submitted to SARS: the third-party return is made on SARS eFiling.
- No bank or debit-order feed is read for donations.
- Monthly giving on your donation site is a pledge: each month is paid separately (there is no debit order).
