Non-Profit Donations

[Hubert Bahr]

In my case I have a top level account Donations with a sub account for 
each donor.  I then have income or designated fund accounts for the 
various targets of giving.  I can then run a report on each donors 
account that lists all his giving with memos/account names to designate 
where his donations went.   Or I can run a report of all donors import 
to a spread sheet add carriage returns etc so I can bulk print.   My 
understanding is that the unstable version is better equipped to use 
Customer accounts to support this type of reporting, but I haven't tried 
it yet.  From an accounting viewpoint a donor is treated like customer.  
The donor provides income, he receives a share of services for his 
donation,  ie he pays for part of the expenses and shares in the 
gratification of whatever works the NPO performs.  Yes there are special 
rules but change the name or titles on the reports they still look up 
data and accumulate it etc.  So far I have just ran a test case, and I 
still needed to tweak the reports in a spread sheet, but the data was 
all there.  I needed to Delete a column and add a total, but it still 
beat the method my predecessor was doing it.  For our donors we list 
each individual donation and the total.  We find this gives them more 
confidence, or lets them  cross check with their records.  Sometimes it 
results in making an additional donation to make up for one that they 
inadvertently missed.  We send out a midyear report as well as the 
year-end report.
Hubert

Pablo Francesca wrote:
> Based on my understanding of your reporting, I'm not sure how I can easily generate a donation report for each donor.  To be sure, an Income Report will list all my donor's contributions, but this is every donation.  I was thinking specifically of the need to fairly easily generate a donor report for he donor's tax purposes.  
> I thought about running an account report, and this would suffice if I only wanted to list my donations by donor. 
>
> In the situation for this church, some donors will donate with no restrictions or expectations.  Some donations will be quid pro quo.  Suppose Bob the Donor makes a one time contribution of 100 and then later enrolls in a seminar for 200.  This seems like it requires a Bob income account under General Donations and a Bob income account under Seminar X. There doesn't seem to be any way to pull all of Bob's donations in one report without doing it manually.
>
>   
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