Association & Foundation
Association & foundation: member/dues/donation, fund/project accounting, branch/representative office, KVKK.
Challenges
- Donations live in a receipt book and their source cannot be tracked.
- Member dues accrual is kept by hand.
- Spending against a project or grant budget is not visible.
- Gathering data for the statutory filing is hard.
- In-kind donations and volunteer hours stay unrecorded, so they do not appear in the project report.
Workflows
Donations and member dues
- The donation receipt is issued with the donor and the purpose.
- Member dues accrue on a periodic basis.
- Uncollected dues land on the overdue report.
Project budget and filing
- A separate budget is opened for each project or grant.
- Spending is tied to the project and the remaining budget stays visible.
- At period end the filing data is generated from the records.
Documents
- Donation receipt
- Member dues accrual
- Project budget record
- Statutory filing listing
Reports
- Donation source listing
- Member and dues status
- Project budget execution
- Statutory filing listing
Metrics
- Dues collection rate
- Donation growth rate
- Project budget utilisation rate
- Number of active members
Compliance
- Association and foundation regulations
- Fundraising permit
- Statutory filing obligation
- Kvkk
Glossary
- Donation receipt
- Income document tied to a purpose
- Member dues
- Recurring subscription invoice
- Project budget
- Spending ceiling tied to a purpose
- Declaration
- Periodic official filing
FAQ
Can I trace the source of a donation?
Yes — the receipt carries the donor and purpose, and the source is reported.
Can member dues accrue automatically?
Yes — dues accrue to the member on a periodic basis and enter tracking.
Can I track each project budget separately?
Yes — every project opens with its own budget and spending against it stays visible.
Can I issue a donation receipt to the donor?
Yes, the donation record is documented with a receipt number and delivered to the donor.
Can I separate restricted donations by their purpose?
Yes, a restricted donation is tracked as a separate fund and spending is deducted only from that fund.
Can I record in-kind donations and volunteer hours?
Yes, in-kind donations are recorded at value and volunteer work in hours, and both appear in the project report.
