Anyone have an Access Template for Donations receipts??

F

Fred

I need a Template for donations that our non-profit receives. Some donors
give weekly, some monthly, some yearly. We have about 10 different funds that
donors contribute to.
 
A

Allen Browne

I don't have a template for you, as this kind of database can be quite
involved, depending on the specific needs of the organisation. For example,
some organisations have some donations that are tax-deductible, and others
that are not, so it becomes necessary to track what amounts from each
donations are tax-deductible, and be able to generate the appropriate
reports.

Here's a list of tables to consider, to get you started.

The basic tables:
- Client (individuals, households, and companies, staff, volunteers)
- ClientGroup (which individuals belong to which households/companies)
- Role (employee, volunteer, Board member, Life Member, ...)
- ClientRole (junction between Client and Role)
- Fund (what people can donate to)
- Source (how dontation came about, e.g. "Newsletter 12/05")
- Use (projects the donation can be applied to.)
- Pledge (who pledged how much, how often, to what fund)
- Donation (header record when a donor gives)
- DonationDetail (application of donation to fund(s), which pledge was paid,
source, use, ...)
- Receipt (acknowledgement of donation(s))

Since you are entering donations, it can also handle the banking:
- Bank (list of financial institutions)
- Account (the accounts of the funds at the banks)
- Deposit (a deposit of donations to an account on a date)
- DepositDetail (the entries in the deposit.)

You probably also want to track communications with the members such as
periodic newsletters of different kinds:
- MailType (which type of newsletter)
- ClientMailType (which clients want which newsletters)
- Mailing (an instance of a mailing, of a type, on a date)
- MailingClient (who received a Mailing)
They may wish to track other kinds of communications with clients as well,
such as phone calls, emails, ...

Other lookup tables, such as:
- Payment type (chq, credit card, EFT, ...)
- Credit cards
- Validation details on credit card numbers (ranges, digits, checksum, ...)

There may be other modules as well, such as managing special events (fund
raisers) and tracking who has purchased what types of tickets. A larger
organisation may also be interested in the automatic segmentation of clients
so they can give special treatment to their most significant donors.

That's outlined from one that I wrote, but like I said, I can't just give
you the application for free.
 

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