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contactcats/docs/FundraisingScheme.md
Rich Lott / Artful Robot e65d0dcf6c Add FundraisingScheme.md
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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!