Is there a fund-raising tracker template in Access?

D

douglas_wood

I need a (hopefully free) way to track donations to a non-profit. Ideally,
this would allow me to enter the "giving unit" (donor), and then post further
donations without entering all the info again. And, I would like it to then
auto-gernerate a printed receipt that included this gift and a year-to-date
total.
 
R

Randy

douglas_wood said:
I need a (hopefully free) way to track donations to a non-profit. Ideally,
this would allow me to enter the "giving unit" (donor), and then post
further
donations without entering all the info again. And, I would like it to
then
auto-gernerate a printed receipt that included this gift and a
year-to-date
total.

To accomplish that you will need a data model as follow:

[TABLE DONORS]
ID
Firstname
Middlename
Lastname
AddressLine1
AddressLine2
City
State
ZipCode

[TABLE DONATIONS]
xID <----------------Donor ID
Amount
DateTimeStamp

Do not forget to set the particular attributes for all the fields (data
type, size, required, etc). The ID needs to be a Primary Key - Autonumber,
and xID is a Long Integer. Also set the One-to-Many relationship (one donor
ID has many donations xIDs). You may also want to add an ID field to the
Donations table if you would be dealing with specific donations even after
they were added.

After having designed a data model similar to this one, you can do all you
asked using queries, forms and reports.

-Randy
 

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