Lesson 3 · Donations and donor relations

Online giving, donor record, sponsor pipeline.

Goal of this lessonTo take donations on the website, post each one to the donor's record and follow major donors along a pipeline.

The path of a donationDonation blockon the website1Paymenttransfer · provider2Donor recordfound or created3Accountingdonation income4Thank youe-mail · receipt5
A donation on the website is posted to the donor's record and to accounting as soon as the payment arrives; the thank-you e-mail goes from the same record.

  1. Add the donation block

    In the Website editor, drag the donation block onto the page and set the suggested and free amounts. Payment arrives by bank transfer or a configured payment provider.

    The website home page

    The website is part of the same system: the donation block and event registration pages run from it.

    1. See the donation on the record

      When the payment arrives it links to the donor's contact record and is posted as donation income. Donations by bank transfer are matched to the same record from the statement.

    2. Put a major donor on the pipeline

      Corporate sponsors and major donors are followed in CRM as opportunities: stages, expected amount, planned activities and meeting notes.

      The CRM pipeline

      The CRM pipeline: in an association the columns become Prospect → Meeting → Proposal → Pledge.

      1. Say thank you

        The thank-you e-mail and receipt go from the donor's record; at year end a letter with each donor's total goes to everyone through a filter.

      The major-donor and sponsor pipelineProspectfirst contact1Meetingneeds and interest2Proposalproject file3Pledgeamount · date4Stewardshipresults and thanks5
      Corporate sponsors and major donors are followed like a sales opportunity: CRM stages, planned activities and the expected amount.
      Donation receipts and tax
      The receipt layout and the donor's tax deduction depend on your organisation's status (e.g. public-benefit association, tax-exempt foundation). The receipt template is prepared accordingly.

      Case: the book campaign

      Goal
      ₺300,000 for 2,000 books in October.
      Flow
      Website donation block + SMS announcement; every donation on the record at once, the total live.

      Check yourself

      Where is an online donation posted?
      To the donor's contact record and to accounting as donation income.
      Which app follows a corporate sponsor?
      CRM, as an opportunity.