From e65d0dcf6cff93aa5a2ca1d957e0374d360cb360 Mon Sep 17 00:00:00 2001 From: Rich Lott / Artful Robot Date: Wed, 2 Apr 2025 12:14:09 +0100 Subject: [PATCH] Add FundraisingScheme.md --- docs/FundraisingScheme.md | 19 +++++++++++++++++++ 1 file changed, 19 insertions(+) create mode 100644 docs/FundraisingScheme.md diff --git a/docs/FundraisingScheme.md b/docs/FundraisingScheme.md new file mode 100644 index 0000000..9375a30 --- /dev/null +++ b/docs/FundraisingScheme.md @@ -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 ยป 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!