What is CiviContribute?¶
CiviContribute is the component that lets you record and report on financial and in-kind contributions to your organization. It allows you to:
- accept donations and other financial or in-kind contributions
- process membership signups and renewals
- accept and manage events fees
- run specific fundraising campaigns
- let your supporters fundraise for you through personalised campaign pages
- quickly enter contribution and membership payments using "batches"
- export batches of financial transactions to import to your accounting software
- report and evaluate fundraising results and trends
Throughout CiviCRM, the term contribution refers to any financial transaction or payment taking place in the system such as a donation, event fee payment or membership fee payment and includes in-kind contributions.
Scenario: Contributing to Leadership¶
A community arts group, Arts in Action, conducts leadership workshops for youth under 25 throughout the year. They use CiviCRM extensively in the planning and execution of these workshops, combining the CiviEvent and CiviContribute components to make the administration of the workshops as efficient as possible.
The workshops are funded in three ways: participant fees, local arts funding, and donations. Most of the donations are from previous workshop participants who have continued as Arts in Action constituents. Twice a year a call for donations towards the workshops is sent out using CiviMail, providing a link to a donations page on the site. Some donors make recurring donations, while others make one-off donations. A thank-you email and receipt is automatically sent to every donor when a payment is successfully processed. All donations are tagged for the workshops, so that Arts in Action staff can run reports showing total workshop donations and look at individual contact records to see who has donated.
Participants register and pay for the workshops via an online form. There is a flat fee for registration, with additional fees for optional workshops, food and lodging preferences. The participants make these choices in the form and pay with a credit card. If they are not already a contact within the database, a new record is created at the time of registration, and the payment is recorded in that contact's contribution record which is also linked to the workshop event.
Arts in Action allows participants to pay later, as many of the participants do not have a credit card and need to pay in cash at the workshop. CiviContribute distinguishes between an actual payment and a commitment to pay, and this information is included in the registrants report that is printed out and used on the day to check participant attendance and payment. A computer at the registration desk at the workshop is used to manually input cash and cheque payments to the participant's contribution record.
Because Arts in Action has assessed that the most effective publicity for the workshop is by word of mouth and participants bringing friends, they also enable participants to forward the registration link to friends via the "tell-a-friend" mechanism. After completing the registration form, participants can easily forward it via email or social networking platforms to their friends and colleagues who may also be interested in attending.
After every workshop, the Arts in Action accountant generates a report that shows the total income from each of the three sources for the workshop, using a report template. Staff also tracks trends in donations and ensures that the Board are aware of who the larger donors are. Key statistics are displayed graphically on staff members' CiviCRM dashboard.