Add FundraisingScheme.md

This commit is contained in:
Rich Lott / Artful Robot 2025-04-02 12:14:09 +01:00
parent 5e77bf3938
commit e65d0dcf6c

19
docs/FundraisingScheme.md Normal file
View file

@ -0,0 +1,19 @@
# Fundraising Scheme
This is a scheme of categories suggested by a collaboration of German fundraising organisations.
SearchKit searches are bundled into the extension to support this, and a button is provided on the Contacts » Categories admin screen to load these categories.
## Warning on currencies
The SearchKit searches use contributions' Total Amount field for numeric comparisons, but do not include a filter for EUR contributions.
- If all your contributions are EUR, this works fine.
- If all your contributions are some other currency, you may want to edit the
amounts, e.g. the scheme defines a major donation as EUR 500+ and if you work in GBP you might decide that GBP 500+ is too big, and that 400 is a more suitable value.
- If you have a mix of contribution currencies you will have to make some
complex edits to the SearchKit searches to make this work.
## To-do: document the definitions, once finalised.
Documentation is currently somewhere between the original spec, the description field in the SearchKit searches, and the actual results of the search criteria!