Figure 12.2 — The Donation form. Drawing to be produced after the UI/UX pass: annotated capture of the donation form naming the donor and designation pickers, the receiving account, the method, and the amount the posting will move.
- Code — the donation number (DON-…), from the number sequence; the number the printed receipt carries.
- Date — the day the gift was received.
- Donor — who gave it. Optional on purpose: leave it blank and the gift is anonymous, in the money and out of every donor count.
- Designation — the purpose the gift was given to; it chooses the income account the posting credits.
- Campaign — optional: the campaign this gift answered, if it answered one. It is an independent axis from the designation (what the money is for versus what it answered), recorded when the gift is entered and fixed once the donation posts. It is never guessed from dates or channels, and gifts recorded before campaigns could be stamped carry none — the campaign figures (§3.9) count a gift only when the campaign is written on it.
- Bank / Cash Account — the account the money arrived in, debited when the donation posts. There is no default and no posting without one.
- Method — cash, bank transfer, cheque or online: how the money travelled.
- Amount — what was received, in the company's currency.
- Branch and Department — where your company tracks them, so branch and department giving reports carry the gift correctly.
- Narrative — the occasion, the appeal, the reference on the transfer: whatever the next reader will wish was written.
Read on the record once posted: the Status, and the journal the posting created.