Donation Reporting
How Donations Are Received Mailed / Delivered
Website
Event
2018 $$
$303.3K
$112.1K
$431.6K
% $$
36%
13%
51%
Count
1,406
724
874
% Count
47%
24%
29%
How Donations Are Categorized Type
Description
Example
# of Funds
Unrestricted
Can be used for any General fund, purpose of the organization Nikkei Manor fund or a specific program.
Temporarily Restricted
Can only be used for a donor-specified purpose.
Employee recognition fund, Fund-a-Need (Raise the Paddle) fund
9
Permanently Restricted
Donation cannot be spent, income earned can be spent.
Endowment fund
1
24*
*The number of funds is high because a new fund is created for each fundraising event (e.g., 2017 Lunar New Year, 2018 Lunar New Year).
How Donations Are Processed Donation Received
Third Party Service
Donations Account
Obtain Bank Statements Key Details Donor Name Fund/Purpose Tribute/Memorial
Batch Report Records Info
Donation System
Records cash received to the correct donation fund. Reconciles and confirms that all donations were recorded.
Thank You Letter
How Donation Spending Is Tracked Need is Identified and Approved
Purchase is Made
Communicated for Awareness
Invoice Received
Coded as a Donation Purchase
Reviews purchase for appropriateness. Logs the spending and notes which fund was used.
Reporting Donations April through November 2018 Category
Description
Example(s)
$
Capital Improvement
Changing or enhancing an aspect of the facility or key equipment.
Remodeling the quads, painting the building
$79.1K
Donor/Event Cost Hosting a fundraising event.
Food, venue, and other costs for Lunar New Year, Golf Tournament
$66.2K
Employee Benefit
Recognizing, training, or appreciating Keiro NW staff.
Leadership training, holiday party
$9.5K
Enrichment
Hiring an instructor to conduct an activity that benefits the lives of the residents or participants.
Kokoro Kai watercolor instructor
$1.8K
Equipment
Purchasing new equipment.
Gym equipment, patient lifts, kitchen stove
$54.9K
Questions?