Build your restricted donation allocation.

How to build your restricted donation allocation

1. 1

   Describe the job

   Keep donation restrictions, programme allocations and remaining balances together.

2. 2

   Review the first version

   Choose how the donor relations coordinator records the donation reference and how the fundraising reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your restricted donation allocation

• Keep the donation reference in context

  Keep donation reference, restriction source, program, proposed allocation, reviewer and remaining balance together so the next person can understand the request or record.

• When the next step needs a decision

  A donation is restricted to equipment while a program requests travel costs. Hold the proposed allocation for review instead of treating all funds as unrestricted.

• Keep remaining balance visible

  Request review before assigning funds outside the recorded restriction.

• Choose what each person needs

  Give the donor relations coordinator a working view and the fundraising reviewer a review view. Keep donation reference and restriction source attached to the decision as the work moves between them.