You are here

Home

Explanation

Subscribe to Syndicate

https://diataxis.fr/explanation/

  • Explanation clarifies, deepens and broadens the reader’s understanding of a subject
  • Provide background and context in your explanation
  • Explanation can consider alternatives, counter-examples or multiple different approaches to the same question
  • Don’t instruct, or provide technical reference Can be conceptual

Annual Summary Charitable Receipt Example

This is an example of an Annual Summary Charitable Receipt for a Donor. The parameters used indicated all gifts in Calendar Year 2010. The intention of donation receipts is that they will be printed on a pre-printed form that contains other required data for a receipt. This data may include (check your local requirements):

  • Your Company Name
  • Your Company Address
  • Your Company Phone Number
  • Your Company's Tax ID #

In addition, you may want to include:

Charitable Receipt Example

You can place most of the items below like logo, address, signature and other Canada Revenue Agency requirements into company preferences donations tab.

Sales Rules

Sales rules are used to provide mappings of a sales promotion and/or price codes from one promotion and/or price code to another. They can be used in conjunction with one or more of:

Ticket Review

The Ticket Review tab is often overlooked in the sales process, however when closing the sale, it is an important part in providing excellent customer service. using this tab, you can review the sale with the patron before proceeding on to other items in the order -- such as fees, donations and payments -- these can be affected by the contents of the order. A fee may be charged on some events and not others, or a "Ticket Round-Up" donation amount may be determined based on the overall price of the tickets.

Matching Fields

The following fields could be used as unique identifiers to import and match records to data that exists in Theatre Manager, or they could just be used to import data. The meaning changes depending on how you use them for matching data during the import process.

Patron Import Sample

Company Address Line 1 Address Line 2 City State Postal Code gPhoneWork
Elk Whistle 18032-C Lemon Drive F Street Yorba Linda CA 92886 (714) 695-0994
Namah Dance and Music Ensemble 5756 Wallis Lane Woodland Hills CA 91367 626) 576-8730
L.A. SYMPHONIC WINDS 23309 Mariano Woodland Hills CA

Special Import Column Names

Most data can be imported regardless of the name on the column. However, Theatre Manager is a relational database which makes it difficult to import some types of fields, especially if there are multiple for a patron (like phone numbers).

There are also some fields that can be used for matching fields - which allow data to be replaced in current records.

What to Import

The data file may have a lot of information and many types of fields. We suggest that you make an evaluative judgment on the quality of the data. For example, first name, last name and address fields are usually of good quality. Often work and home phone numbers are reasonable. Other phone numbers, marketing information, etc. may be poor quality. Sometimes it is better not to import poor quality data. If it is missing, nobody can make a decision based on poor data.

Donation Module Features

The Donation module is a complete tracking option for all unearned income. The donation module closely follows IRS and CRA guidelines and is built from their recommendations as well as from the needs of our diverse clients.

Theatre Manager can be used to enter and manage donations for your:

Donation Receipt Printing

Theatre Manager manages donation receipts for all donation campaigns and adheres to the strict guidelines put forth by government agencies.

Pages

Subscribe to RSS - Explanation