How Donation works in Relationship Information Centre (RIC)

Kara Rubaid, 20 June 2012

In this and following blogs I am going introduce you to Relationship Information Centre (RIC) and also familiarize you with it and show how easy and simple it is to use. Moreover, why all Not-For Profit Organisations should start using it.

Relationship Information Centre (RIC) is the 21^st century system specifically made for Not-For Profit Organisations to proficiently manage their relationships with the community. When an organisation exists to provide benefit to the community, success comes though productive relationships with the community. Relationships with donors, volunteers, members and event attendees are just some of the relationships that must be managed to provide significant benefits with limited budgets. Likewise, Relationship Information Centre (RIC) is all about saving time, money and having a 360 degree view of the Organisations.

However, in today’s blog we’re going to cover some of the features of the Donation Management system in Relationship Information Centre (RIC). Donors can be individuals, household or Organisations.  Moreover, donations comes in many methods Donors can donate money, time, goods and services.  However, Donors also can make a Pledge. Additionally, they can donate or pledge to a particular fundraising program or event charity is running or to the charity itself. 

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 How to make a Donation

Click on Donations in the bottom left corner, once in Donations you will see a screen like this shows existing donations.

 

Then click New on the top left screen and new a form will pop up looking like this.

 

Fill in the form as below. As you can see in this case we are donating to particular Fundraising Program called “Banking on a Cure”. Likewise you can leave the Fundraising Program and Campaign fields blank if the donation is not specific to any program or event whereby the donation is for your Organisation in general.

Save & Close.
  

As you can see now we are in the Donations screen and it shows the donation we just did. And that’s how you do a donation nice and simply.  You can keep track all of your donations and their status.  

How to make a Pledge

Go to the Donations area then click on Pledges the top left screen and you will see a screen like this shows existing pledges.

 

Go on new a form like this should pop up.

  

Once form filled in, it should look similar to this. Save & Close.

In this case we are pledging on behalf of organisation Magnetism. As you can see, it is not for any program or campaign just to the organisation. You can choose how frequently the payment is going to be either daily, weekly, monthly, quarterly, annually or whatever suites you. Number of Occurrences is over how many times you want to divide your Pledge. Likewise in this case we choose 10.

 

Now we see the name has been added to the Pledge.

  

However, now if we go back to Donation screen we should see Dr Colin’s name 10 times, the date and the value of each month should be already worked out for us.

 


And that’s how you make a Donation and a Pledge nice, easy and really simple.  On the next blog we will cover Volunteers.

* Image from http://www.kickinthehead.org/2010/04/23/inefficient-charity-donations/