grants

How each organisation approaches the management of grant applications and their distribution varies significantly; for example, how are applications assessed, what processes of trustee approval are required and what are the monitoring requirements?

thankQ can be configured to fit your existing terminology and processes to help collect information on grant applicants and potential beneficiaries. Workflow procedures help you keep track of the status of all applications and ensure that they are all handled consistently and to your own procedures.

The module allows you to record Equal Opportunities information, monitoring and evaluation criteria, banking or payment details and can be integrated with your finance system to automatically post approval of grants or instalments.

thankQ collates information so that you can produce management reports – for example, grant distribution by fund or target area.

thankQ grants (PDF - 104KB)

trusts

thankQ's Trusts module helps you manage the process of applying to trusts and foundations for grants and funding. By accurately recording the assessment criteria upon which they base their decisions and their application timescales, the module helps you ensure that your organisation makes the most of any good matches with these sources of income.

Once you have received funding, the module enables you to record the information that must be submitted to meet the requirements of the grant; for example, project reports or annual reports and accounts. thankQ enables you to record these deadlines and will remind you as they become due.

thankQ trusts (PDF - 120KB)

resource planning

Many organisations manage the use of their facilities or organisation of events for their members. Features within thankQ’s Contacts, Finance and Events module can be used to aid this process:

• Charges and member discounts
• Invoice and payment details
• Special access requirements
• Special dietary requirements
• Delegate listing / production of badges

case study : GMCVO

donations

thankQ’s Finance module enables you to enter income information in whichever way you wish to work. For rapid entry, you can define the default information for the batch (for example, fund code, amount or payment method) which is applied as each payment is entered. The bar code options offered by thankQ allow you to extend the ideas of defaults and rapid entry even further. Whenever a contact is selected, the system automatically checks if they have a pledge for regular giving and guides the user to pick the appropriate entry.

Within thankQ, pledges or committed giving can be set up and easily viewed against the contact profile, along with all bank and payment information. This ensures ‘due’ payments can be loaded automatically and a BACS file generated for claiming direct debits. Unfulfilled pledges are easily identified and escalation letters can be automatically generated to remind the donor of their commitment.

The system also smoothly manages soft credits between contacts, for example husband-wife or company-director donations. Donations can be soft-credited automatically, as an ongoing arrangement, or recorded individually on an ad-hoc basis, ensuring you keep track of the full ‘value’ of your supporter.

thankQ finance (PDF - 73KB)

gift aid

Managing gift aid and making claims couldn’t be easier when you use thankQ; the tax status of the donor and the donation are managed separately; you only need to concentrate on the entry of donations – whether the nature of the donation is ‘tax claimable’ or not.

When a claim is made, thankQ takes care of whether the donor holds a valid GAD. This also means if a donor signs and backdates their declaration, all appropriate previous donations will become eligible without you needing to edit each donation entry.

Test claims are also possible to assess the potential value of a claim at any given time, leaving you to decide if you wish to submit the claim now or later. Claims can be produced as often as required at the touch of a button, and are generated in the format of the R68 form for the Inland Revenue.