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Financial processing of donations and maintenance of member registers
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Description

As we expect a significant rise of donations and memberships in the organization due to the dedicated F2F campaign the work around the financial processing of donations and maintenance of member registers need to be planned for. Staff capacity is in place, but routines etc. still need to be further developed to work more efficiently.

After a new donor has given an individual gift, have become a monthly donor or become a member of the association, their payment information needs to be processed. This is done through a combination of manual and automated handling.

At present, we have a larger manual handling than we hope for in the future and part of the task is to establish routines and evaluate which technical solutions are relevant to purchase or develop in case we choose to scale up the fundraising work in the coming years. In order to be able to actively communicate with those who have supported us, in addition to their financial information, we also need to maintain their contact information and the choices they have made about how they want to be informed.

Event Timeline

We could need a discussion to see where we are at regarding this tasks. A lot of routines have been put in place, but the manual handling is still there and will be until a CRM is in place.
Should this task be considered done?

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We could need a discussion to see where we are at regarding this tasks. A lot of routines have been put in place, but the manual handling is still there and will be until a CRM is in place.
Should this task be considered done?

Considering this task done for now. Once CRM is up we need to look over ALL our routines around this