Over the past year I have been volunteering time to help out in the effort to raise funds for the Hundertwasser Art Centre. In order to help the HAC project I have added a couple of reports that may be useful for other pledge users (or possibly sites that track money received through campaigns).
The HAC project seeks to raise money to convert an existing building into the design gifted to the city by Friedensreich Hundertwasser . Money is being raised from a variety of sources (general public, grants, government, naming-rights purchasers, philanthropists etc.) and it comes in as a combination of donations and pledges.
In order to track these different sources we created campaigns for them and set goals for each campaign. I then created a report to track progress against these campaigns. The thing that is different about this report is that it tracks both contributions and pledges, so the total raised is all received money...Read more
I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.
Refunds and Partial Refunds:
Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.
- How to represent an administrative fee for refund? Who will pay this, buyer or seller?
- How to link the refund with the original contribution?
- Which method to use for processing refunds? Check, payment processor or both.
Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users...Read more
Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things? If so, your input is needed on CiviAccounts. (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)
Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1
(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)
Background: One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...Read more
There are 2 main reasons why they want recurring payments against pledges:1) Because they want the same reporting for all their pledges no matter how they are paid 2) Because the pledge may be paid by different... Read more
Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.
Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.
Here's some background on Using CiviCRM from Packt's site:What you will learn from this book:
- Create a successful CiviCRM implementation project
- Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
Sheila Burkett is the first winner of a copy of Using CiviCRM from Packt Publishing. Packt is running a promotional contest where you just have to post into the forum or email them to qualify to win a copy of the book.
Here's some more information about the book from the Press Release:
Using CiviCRM is the first commercially published book on CiviCRM, and came out in February 2011. It will teach readers to build a CRM that conforms to their needs and to integrate it with Drupal or Joomla!. Written by...Read more
We just released CiviCRM 3.2.3 – it is now available for download. You can also try it out on our demo site. This release introduces changes to pledge recording and quite a few bug fixes; for full list of things that has been fixed/improved in 3.2.3, please take a look at our issue tracker. Unfortunately a bug related to wrong case types being displayed was introduced into 3.2.3 release. The patch will be available in the next 3.2.4 release and could be downloaded here...Read more
- What is the role of pledges in organizations and CiviCRM?
- How should we handle pledge payments?
- How should we communicate with our members about their pledge payments?