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Method of Donation Solicitation

  • General Description

The Development Office of Beta University seeks to obtain donations for its Annual Fund from a variety of donors. The fund collects over ten million dollars each year. Donors include graduating seniors, alumni, parents, faculty, administrators, staff, corporations, or other friends of the university. There are approximately 100,000 potential donors. The Annual Fund is directed by Suzanne Hayes, who is responsible for raising funds and keeping track of donations. Suzanne wishes to create a database to help with both of these major responsibilities.

  • Basic Operations

Suzanne tries to raise funds in several ways during each fiscal year, which extends from July 1 to June 30. Each fall, all potential donors to the Annual Fund receive personalized letters from her, emphasizing their close ties to Beta University. The letters contain reply envelopes and forms on which the donors can fill in the amount they are pledging to contribute that year, and the method of payment they choose. Payment can be sent as a single check in the envelope, donors can choose deferred payments over a period of a year, or they can provide their credit card numbers to pay in a single lump sum. Often, the employer of the donor or of the donor’s spouse has a program to make a matching gift to the university, and the donor provides the contact information on the envelope. A letter acknowledging the gift and thanking the donor is sent as soon as the pledge is received. Suzanne is responsible for following up with the employer to collect the matching gift, which is paid in a single lump sum by the corporation.

Several fundraising events are held during the year. Suzanne solicits donations at a fall carnival, a holiday dinner dance, and a spring golf outing, among other events. Each class has a class coordinator who helps by contacting members of his or her graduating class. An additional letter from the class coordinator is made to ask for larger donations from reunion classes, those who are marking an important anniversary of graduation – whether five years, ten years, etc. – prior to their reunion celebration weekend. Each spring there is a phonothon during which current students and other volunteers call other potential donors and solicit pledges. All alumni who have not contributed by the end of May receive telephone calls from their class coordinator asking them for a donation. If the class coordinator is unable to contact his or her classmates, Suzanne or a volunteer makes these calls instead.

Donor Categories and Circles

The donations are categorized by the group they are from, by the year of the donor (if applicable) and by size. There are ten “donor circles”, which are categorized by the size of the gift – President’s Circle for gifts over $50,000, Platinum Circle for gifts over $25,000, and so on. Gifts under $100 are not listed as belonging to a circle. An annual report listing all donors by category, year and donor circle is published and mailed to all actual and potential donors during the summer. The report does not list the actual amount each person contributed.

  • Information Needs

At present, Suzanne has a mailing list on a word processor that is used to generate labels and letters to potential donors. She would like to be able to personalize the letter further by adding a reminder of the amount of money the donor gave the previous year. A spreadsheet is used to keep track of pledges and donations. Large pledges from individual donors are ordinarily paid in monthly installments rather than in one payment, but currently there is no way to keep track of those payments. When a database is developed, Suzanne would like to be able to send reminders if payments are over a month late.

An Annual Fund Gift form is sent with all letters soliciting funds, with blanks for the donor to fill in the applicable information, as follows:

Beta University Annual Fund Gift Donor Name, Donor Address, Category (a check list specifying senior, alumnus/alumna, parent, administrator, etc.), Year of Graduation, Date of Pledge/Gift, Amount Pledged, Amount Enclosed, Payment Method, Number of Payments Chosen, Credit Card Number, Matching Corporation Name, Matching Corporation Address, Name of Spouse (if matching gift is from spouse’s employer),

When pledges are received by class representatives or during the phonothon, the same information is collected on similar forms.

Reports needed include

Annual Report to Donors This report was described previously. It lists names only, not amounts. However, the names have to be categorized as indicated. The report also includes summaries, including the total amount raised from all sources, the total for each class, the percent participation for each class, the total for each category, the grand total for each donor circle, and the class total for each donor circle. It is an important fundraising tool for the following year’s drive, since it is mailed to each potential donor.

Monthly Report This is an internal report that Suzanne uses to evaluate the progress of the fundraising for the year so far. It gives the totals and percentages of pledges and gifts received for the current month in all categories.

Payments Due Report Suzanne would like a report each month listing the pledge payments that were due that month but were not received. It should list the donor’s name and address, the amount due, the date due, the amount of the pledge, the amount received so far, and the date of the previous payment, if any.

Event Report Suzanne would like to generate reports showing who attends each of the fundraising events, and what pledges and gifts were received from the attendees.

Class Representative Contact List For each class representative, Suzanne would like a list of classmates to be contacted, including the name, address, telephone number, last year’s donation information, and this year’s donation information.

Phonothon Volunteer Contact List Each volunteer caller is given a list with information about the potential donors he or she is expected to call, including the name, telephone number, address, category, year (if applicable), and last year’s donation information.

In addition to the forms and reports listed here, there are several others that would be useful. Do steps 1.1 – 1.4 based on the information provided here and any additional applicable assumptions you need to make about the operations of the Annual Fund.

Task:

Step 1 Make a list of all entities and their associated attributes

Step 2 Make a list of relationships to be represented, and descriptive attributes for them

Step 3 Draw an E-R diagram to represent the enterprise. Be sure identify relationship participation and cardinality constraints, any weak entity sets, and rolenames, if needed.

Step 4 Update the data dictionary and list of assumptions as needed.

Entities

Attributes

Award

DonorCircle, DPhoneNumber, PDonorPhone, AmountPaid

Donor

DPhoneNumber, DonorName, DonorAddress, Donor Email, Category, YearOfGraduation, PledgingID, EventID, IsPotentialDonor

PledgingDetails

PleadgingID, DateOfPledging, AmountPledged, AmountEnclosed, NumberOfPaymets, PaymentMethod, CCN_NUM, CorporationName, CorprationAddress, SpouseName

Events

EventID, TypeOfEvent, Organized Date

VolunteerDetails

VID, Volunteername, VolunteerAddress, VPhoneNum, VEmail

ClassCoordinator

CoordinatorID, CoordinatorName, CordinatorAddress, Email, PhoneNumber, YearOfGraduation

PhonathonDonor

PDonorPhone, VID, PDonorName, PDonorAddress, DonorCategory, GraduationYear, LastYearPledge, CurrentPledge

Table1: Defining Entities and Attributes

Relation In Between

Relationship Type

Donor has a relation with PledgingDetails

One to one relationship

Donor has a relationship between Award

One to one relationship

Award has a relationship with PhonathonDonor

One to many relationship

ClassCoordinator has a relationship with Donor

One to many relationship

Event has a relationship with Donor

One to many relationship

Event has a relationship with VolunteerDetails

One to many relationship

Event has a relationship with ClassCoordinator

One to many relationship

 

Figure 1: Showing ERD of BETA UNIVERSITY

Data Dictionary and assumptions

Underline is denotes primary key whereas, italics denotes foreign key

Attribute

Data type

type

Value

DonorCircle

varchar

Not null

30

DPhoneNumber

int

Not null

10

PDonorPhone

int

Not null

10

AmountPaid

int

Not null

10

DPhoneNumber

int

Not null

10

DonorName

varchar

Not null

30

DonorAddress

varchar

Not null

50

Donor Email

varchar

30

Category

varchar

Not null

30

YearOfGraduation

date as (mm/dd/yyyy)

PledgingID

int

Not null

10

EventID,

int

Not null

10

IsPotentialDonor

varchar as Y or N

Not null

1

EventID

int

Not null

10

TypeOfEvent

varchar

Not null

30

Organized Date

date as (mm/dd/yyyy)

Not null

VID

int

Not null

10

Volunteername

varchar

Not null

30

VolunteerAddress

varchar

Not null

50

VPhoneNum

int

Not null

10

VEmail

varchar

30

CoordinatorID

int

Not null

10

CoordinatorName

varchar

Not null

30

CordinatorAddress

varchar

Not null

50

Email

varchar

30

PhoneNumber

int

Not null

10

YearOfGraduation

date as (mm/dd/yyyy)

Not null

PDonorPhone

int

Not null

10

VID

int

Not null

10

PDonorName

varchar

Not null

30

PDonorAddress

varchar

Not null

50

DonorCategory

varchar

Not null

15

GraduationYear

date as (mm/dd/yyyy)

Not null

LastYearPledge

int

10

CurrentPledge

int

10

PleadgingID

int

Not null

10

DateOfPledging

date as (mm/dd/yyyy)

Not null

AmountPledged

int

Not null

10

AmountEnclosed

int

Not null

10

NumberOfPaymets

int

Not null

10

PaymentMethod

varchar

Not null

15

CCN_NUM

int

Not null

16

CorporationName

varchar

30

CorprationAddress

varchar

50

SpouseName

varchar

30

Table 2: Showing Data Dictionary and Data Assumption

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My Assignment Help. (2020). Beta University Annual Fund Manages Fundraising, Donations, And Essays. (70 Characters). Retrieved from https://myassignmenthelp.com/free-samples/ict330-database-management-systems-2.

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[Accessed 18 July 2024].

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My Assignment Help. Beta University Annual Fund Manages Fundraising, Donations, And Essays. (70 Characters) [Internet]. My Assignment Help. 2020 [cited 18 July 2024]. Available from: https://myassignmenthelp.com/free-samples/ict330-database-management-systems-2.

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