Causeview Fundraising - Datamodel for Gifts and Events

In the Causeview Fundraising datamodel, Donation information is defined by the following records:

These records are represented in the following way for One Time vs Recurring Gift donation:

a. One Time Gift:

• Transaction: single record
  • Payment: single record
  • Allocation: possibly multiple records
  • Receipts: single record

b. Recurring Gift:

• Transaction: single record
  • Payments(s): multiple records
  • Allocation(s): multiple records,
  • Receipt : a single record issued as a Consolidated Receipt at end of calendar year/fiscal year.
• Recurring Gift: a single record 
  • Recurring Gift Allocation(s): possibly multiple records

c. Events

The Event datamodel setups up payments in the same as a One Time Gift (Transaction, Payment, Allocation(s), Receipt however also introduces an Event Registration record.

 Definitions of Causeview Fundraising Objects in Salesforce:

 Transaction: Identifies 'Type of Gift' (One Time, Recurring, Pledge,etc)

 Payment: A specific donation with a 'Payment Date', 'Payment Type' (Credit Card, Cash, Cheque..etc). A Payment can be refunded.

Allocation: A series of records for each Payment identifying where the gift will be directed to such as  'Fund', 'Appeal', 'Amount'. Multiple Allocations can be linked to a Payment should there be splits.

 Receipt: A record containing details that will populate an Email Acknowledement and/or a Receipt PDF attachment.

Recurring Gift: A record that identify the frequency, Amount, and Payment Method for ongoing payments.

Recurring Gift Allocation: This record defines the template Allocation to be generated for all future payments that are inserted for the Recurring Gift in the Transaction.

 Event Registration: This record identifies the Transaction, Registrant, number of Guests and other Event related data.