NONPROFIT DONATION SUPPORT CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CONTACT & IDENTIFICATION ---
[ ] Donor First Name
[ ] Donor Last Name
[ ] Phone Number (Optional)
[ ] Preferred Contact Method (Phone, Email, Mail)
[ ] Brief Description of Inquiry
[ ] Date of Donation (If Known)
[ ] Inquiry Regarding (New Donation, Recurring Donation, Past Donation, Tax Receipt, Account Issue)

--- DONATION INQUIRY VERIFICATION ---
[ ] Donation Amount
[ ] Donation Date
[ ] Donation Method (Online, Check, Mail, Phone)
[ ] Donor First Name
[ ] Donor Last Name
[ ] Donor Email Address
[ ] Donor Phone Number
[ ] Campaign/Fund (General Fund, Specific Campaign 1, Specific Campaign 2)

--- PAYMENT PROCESSING ISSUES ---
[ ] Payment Method (Credit Card, Debit Card, PayPal, Bank Transfer, Check)
[ ] Transaction Amount
[ ] Transaction Date
[ ] Description of Issue
[ ] Transaction Status (Pending, Completed, Failed, Reversed, Error)
[ ] Authorization Code (if applicable)
[ ] Error Message (if applicable)

--- RECURRING DONATION MANAGEMENT ---
[ ] Reason for Change (Update Payment Method, Change Donation Amount, Pause Donation, Cancel Donation)
[ ] New Donation Amount (if applicable)
[ ] Effective Date of Change (if applicable)
[ ] Pause Duration (if applicable) (1 Month, 3 Months, 6 Months, Other - Specify in Long Text)
[ ] Additional Notes/Reason (if 'Other' selected above)
[ ] Confirmation Method (Email Confirmation, Phone Confirmation)

--- TAX RECEIPT AND DONATION RECORDS ---
[ ] Donation Date
[ ] Donation Amount
[ ] Donation Designation (General Fund, Specific Program, Endowment)
[ ] Tax Deductibility Status (Fully Deductible, Partially Deductible, Not Deductible)
[ ] Donor's Full Name (for Receipt)
[ ] Donor's Address (for Receipt)
[ ] Donor's Email (for Digital Receipt)

--- DONOR ACCOUNT ASSISTANCE ---
[ ] Donor's Full Name
[ ] Donor's Email Address
[ ] Donor's Phone Number (Optional)
[ ] Account Issue Type (Password Reset, Login Issues, Profile Update, Other)
[ ] Describe the Account Issue
[ ] Date of Last Account Activity (If known)
[ ] Verification Method Preferred (Email, Phone Call, Text Message)

--- COMMUNICATION & FOLLOW-UP ---
[ ] Initial Contact Date
[ ] Initial Contact Time
[ ] Communication Method (Email, Phone, Chat) (Email, Phone, Chat)
[ ] Summary of Initial Inquiry
[ ] Assigned Agent (Agent 1, Agent 2, Agent 3)
[ ] Follow-Up Date (if applicable)
[ ] Notes on Communication & Resolution Progress
[ ] Communication Status (Initial Contact, Acknowledged, In Progress, Resolved)

--- ESCALATION & COMPLEX ISSUES ---
[ ] Detailed Description of Issue
[ ] Donor Value (Estimated)
[ ] Issue Severity (Low, Medium, High, Critical)
[ ] Related Systems Affected (Donation Platform, CRM, Accounting System, Website)
[ ] Date Issue Occurred
[ ] Time Issue Reported
[ ] Escalation Authority Signature

--- DATA PRIVACY AND SECURITY ---
[ ] Confirm Donor Data Access Protocol Followed? (Yes, No, Not Applicable)
[ ] Number of Data Access Attempts Verified
[ ] Verification of Secure Communication Channel Used? (Yes, No, Not Applicable)
[ ] Date of Last Security Protocol Review
[ ] Notes on Potential Security Concerns
[ ] Was Donor Consent Confirmed? (Yes, No, N/A)

--- DOCUMENTATION AND KNOWLEDGE BASE ---
[ ] Summary of Issue & Resolution
[ ] Issue Category (for tagging) (Payment Issue, Account Access, Donation Inquiry, Other)
[ ] Keywords for Knowledge Base Search (Payment, Recurring, Account, Tax Receipt, Password Reset)
[ ] Attach Supporting Documents (e.g., screenshot, transaction ID)
[ ] Link to Relevant Knowledge Base Article (if applicable)

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