Managing Dues, Fundraisers and Donations
The Dues & Donations module in GForce is designed to help administrators manage member financial contributions, recurring fees, and fundraising goals.
1. The Dues & Donations Dashboard
Navigate to Dues & Donations > Manage Funds to view your financial overview.
- Search & Filter: Use the search bar for specific funds or the Filter button to narrow results by Type, Status, or Date range.
- Fund Table: Displays the Fund Name, assigned Groups, Type, Fee/Target amount, and total Payments collected.
- Actions Menu:
- Edit: Modify existing fund details.
- View: See a summary of the fund.
- Payments: View a detailed transaction list for that specific fund.
- Delete: Remove the fund from the system.
2. Creating a New Fund
To start a new collection, click the + Create button.
Note: Fields marked with a red asterisk (*) are mandatory.
General Information
- Name *: Enter a clear title (e.g., "Annual Choir Dues").
- Description: Provide context for members regarding the purpose of the fund.
- Type *: Select between Dues, Fundraiser, or Donations.
Fund Type Specifics
| Type | Additional Required Fields | Description |
|---|---|---|
| Dues | Fee * & Frequency * | Set a fixed amount and payment interval (Monthly, Yearly, etc.). |
| Fundraiser | Target Amount * | Specify the total financial goal for the campaign. |
| Donations | None | Allows for open-ended contributions without a set price or goal. |
Duration & Audience
- Start/End Date: Set the timeframe for when the fund is active.
- Groups *: Select specific groups or check "All Members" to apply the fund to the entire organization.
- Enabled: If checked, the fund will be active immediately.
- Send Reminders: Enable automated notifications for pending payments.
3. Managing Payments
To track transactions, go to Dues & Donations > Payments. This provides a full ledger including member names, dates, and payment methods to ensure transparent financial tracking.