Using the system to manage basic fundraising

The system does not have specific features designed solely for fundraising, however there are certain features that can be used to help manage fundraising. This guide will look at the areas of the system that can be setup in relation to fundraising activities.

Managing Collection Tins

If you use volunteers,staff and shops to collect donations on behalf of the organisation you can look at the following options.

Using a project to manage the issue of the collection tin

Below is a basic process chart on issuing Collection Tins.

The first step would be creating a project. and making this available to staff, volunteers and organisation. Below is some example screen shots of the suggested project settings;

Give the project an appropriate name.

File:CollectioTins RAC.PNG

As above you may wish to allow recording of time and travel to monitor resources.

File:CollectioTins Types.PNG

Select the record types for those who may take a Collection Tin.

Using Templates

Using templates will manage the process of issuing, returning and replacing tins. There is two templates that can be used, one for organisations and one for staff/volunteers.

Template to manage Collection Tins left with organisations.

The template has be set up as follows:

…and the stages on the template as follows:

The workflow of the stages have been setup as displayed by the following diagram: