SPECIFICATIONS

FUNDRAISING INSTITUTE OF LEARNING LEAGUE F.I.L.L. Specifications

  1. Contact manager/donor management We need the ability to:
    1. Emails. Create emails to send to schools as promotions. This requires and can use a CRM solution such as ACT!, Goldmine, Constant Contact, FreeCRM, The database should contain the contact information which will feed into the mail merge and send each email separately to the addressee. The list should have an opt in/out reply information. To avoid spam, we should be willing to purge the list unless, after the first emailing, we receive a reply. The scale should handle up to 250,000 names and purge any duplicates.
    2. Tracking. We need to be able to track all of the activity relative to specific donors, schools, teachers, students and vendors. Most CRM's provide for this process. The history should track phone calls, mail, email, campaigns, and other activity.
    3. Integration. This CRM database should be tied to the accounting so that we do not have to update two different systems.
    4. Vendors: See: http://software.forbes.com/fundraising-software; http://www.fundraisersoftware.com/; fundraising with product sales: http://business-fundraising-gw.blogspot.com/2008/10/school-fundraising-with-product-sales.html ; http://www.fundraisingweb.org/usa/california.htm
    5. Fundraising help: Fundraiser help: http://www.fundraiserhelp.com/school-fundraisers.htm ; cash register receipts from local merchants: ______________; box top rebates: Gold Medal: ________; fund raising events: http://www.free-press-release.com/news/200704/1176230222.html ;
  2. Metrics. We should report quarterly to all stakeholders the financial activity relative to their concerns.
  3. Accounting. We need a chart of accounts for FILL, general journal, general ledge, receipts and disbursements, trust account balances (including drill down to individual accounts), Capital accounts, working capital balances and cash flow statements on a quarterly basis. Eventually we will want the metrics and accounting reports on a monthly basis. Hopefully, the more advanced versions of Quick books will provide for this accounting and reports.
  4. Grants. We need a page on grant writing and a page on grant administration which is heavily linked to third party sources for training and sourcing of funders. FILL will need to write grants and help school with grant writing. By this outreach effort, the grant funds which are awarded are more likely than not to be used to purchase goods and services offered by the partner vendors. Jim Miller will head the grant writing team.
  5. School lists. There are many sources of school lists, some better than others. The FILL software will need to import the critical data elements from these and other school listings.
    1. Open Directory. http://www.dmoz.org/Regional/North_America/United_States/Education/K-12/
    2. Accredited Private Schools: http://www.ourkids.net/accredited-private-schools-USA.php
    3. School information: $200/year/state. Excellent content. http://www.schoolinformation.com/asd/sihome.htm
    4. Online public schools: http://k12.com/curriculum_and_products/schooling_programs/online_public_schools/
    5. Online courses: http://www.k12.com/educators/
    6. Yellow pages public schools: http://www.yellowpages.com/nationwide/category_search/Public-Schools?from=natggl_school_schools
    7. Hindi school list: http://hindiusa.org/index.php?option=com_content&task=view&id=12&Itemid=26
    8. Teacher wish list: http://www.usaschoolsupplies.com/wishlist.html
    9. Vision Finance Company/KIVA: http://www.kiva.org/about/aboutPartner?id=117&utm_source=jg&utm_medium=Email&utm_campaign=jg%5FKiva+Newsletter%3A+You+Don%92t+Need+a+Billion+Dollar+Bailout+to+Make+a+Difference+%28228815910%29&utm_content=jimmiller5417%40yahoo%2Ecom
  6. What will a deployment of MIFOS involve? Check list for technical specifications of the business model in relation to fund raising software. http://www.mifos.org/knowledge/support/pre-deployment/what-will-a-mifos-deployment-entail/
  7. Vendor/item selection. Vendors should be selected on the basis of their proven concern for the health and welfare of the students. This policy would prohibit vendors of products which are unhealthily, such as candy and heavily salted products. Vendor's catalogs should be designed so that key word searches could be performed. Any items which do not meet FILL's health and welfare standards would be deleted from the catalog. For instance, a vendor offering team gear should prove that the materials are fire-proof and meet federal safety standards for child safety. A MSDS from the material supplier should generally be sufficient.
  8. Refund Policy. FILL should adopt a mostly uniform policy on returns – basically quickly refund the price of the article.


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