Development Business Practices Survey
The following survey will provide our Implementation Team with details necessary to set up your PatronManager account and to tailor your training sessions to your organization's needs. This survey should take approx. 20-30 minutes to complete.
Organization Information
Organization Name
First Name
Last Name
Email
Business Practices
Fiscal Year Configuration
Fiscal Year Start Date
Fiscal Year End Date
Does the abbreviated name of your Fiscal Year refer to the START or END date of the year?
The date the Fiscal Year STARTS (e.g. "FY19" for 2019/2020)
The date the Fiscal Year ENDS (e.g. "FY20" for 2019/2020)
Gift Entry Configuration
What information does your team need to see in order to track and report on donations?
Please select...
Donation Type (e.g. Individual vs. Corporate)
Fund (e.g. Annual vs. General Operating)
Primary Campaign Source (e.g. Annual Fund Appeal)
General Ledger Code
Restricted vs. Unrestricted
Other
CTRL + select to choose multiple values
x
You selected "Other" above. Provide additional details here:
Tell us more about what you need to track or report on regarding Restricted or Unrestricted gifts:
What type of fundraising options do you track?
Please select...
Individual Giving
Corporate Giving
Soft Credits
Matching Gifts
Recurring Donations
Pledges
Grants
Sponsorships
Advertising Sales
Auctions
Galas
Other
CTRL + select to choose multiple values
x
You selected "Other" above. Provide additional details here:
If a patron receives soft credit for a donation, should that donation be included in their annual giving totals?
Please select...
Yes
No
How do you process Recurring Donations?
Please select...
Automatic credit card charge
Scheduled payments by cash, check, or other manual method
Season Planning
Do you have any major fundraising events or campaigns scheduled in the next 6 months?
Yes
No
Please provide event names, dates, and any other pertinent details we should be aware of here:
Do you plan to make any large-scale changes to the design of your website in the next 6 months?
Yes
No
Other Information
Is there anything else you'd like to add about your Development operations that we should be aware of during your PatronManager configuration?