DonatePR.com
  • Welcome
  • About
    • Introduction
    • Documentation
    • Terminology
    • Company
    • Pricing
    • Team
    • The DonatePR Way
      • Mission and Values
      • Community Guidelines
    • Hiring
    • Investors
    • Contributing
    • Refund Policy
    • Contact Us
  • Product
    • Features
    • Comparison
    • User Profile
    • Dashboard
      • Preview Features
    • Currencies
    • Log-in System
    • Privacy Policy
    • Moderation
    • Security
    • Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Notifications
    • Two-factor Authentication
    • Activity Log
  • Communities
    • Communities FAQ
    • Creating a Community
    • Quick Start Guide
    • Community Settings
      • Customize Community
      • Team
      • Community Goals & Tiers
      • Expense Policy
      • Data Export
      • Security
      • Integrations
      • Zero Community Balance
      • Closing a Community
    • Add Fiscal Host
    • Change Fiscal Host
    • Transparent Budget
    • Expenses
    • Updates & Comms
    • Custom Email
    • Moderation
    • Conversations
    • Events
    • Projects
    • Funding Options
    • Connected Communities
    • Contribution flow
  • Financial Contributors
    • Financial Contributors FAQ
    • Guest contributions
    • Payments
    • Platform Tips
    • Receipts
    • Donation Letter
    • Community to Community
    • Organizations
      • Organization FAQ
      • Funds
      • Bulk Transfers
  • Expenses & Getting Paid
    • Expenses FAQ
    • Submitting Expenses
      • Inviting a third-party to submit an Expense
    • Expense Comments
    • Edit or Download an Expense
    • Receiving payment through Payoneer or Wise
    • Tax Information
  • Fiscal Hosts
    • Fiscal Hosts FAQ
    • Becoming a Fiscal Host
    • Creating a Fiscal Host
    • Organisation Settings
      • Info
      • Customize Profile Page
      • Connect external accounts
      • Accounting Categories
      • Security
      • Manage updates
      • Policies
    • Fiscal Host Dashboard
      • Expenses
      • Financial contributions
      • Pending applications
      • Hosted Communities
      • Vendors
      • Transaction Report
        • Reports
    • Receiving Money
      • Bank Transfers
      • Credit Card
      • Add Funds Manually
      • Expected Funds
    • Payouts
      • Payouts with PayPal
      • Two-factor authentication for payouts
      • Refunds
    • Host Fees
    • Local Tax Support
    • Agreement Templates
  • Independent Communities
    • About Independent Communities
    • Create an Independent Community
      • Migrate from Self-Hosted to Independent Community
      • Migrate from a Fiscal Host to Independent Community
    • Independent Community Setup
    • Independent Community Management
      • Money coming in: Contributions
      • Money going out: Expenses
    • Close an Independent Community
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On this page
  • We are all individuals
  • Entities & structure
  • Individuals
  • Organizations
  • Fiscal Hosts
  • Communities
  • User actions & relationships
  • Financial Contributors
  • Organizational Financial Contributor
  • Individual Financial Contributor
  • There are two different formats to contribute financially:
  • Non-financial Contributors
  • Fiscal Hosts
  • Code Contributors
  • Service Contributors
  1. About

Terminology

We have developed some terminology to describe interactions and roles on DonatePR. Please use these terms when creating issues or support requests.

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Last updated 6 months ago

We are all individuals

People are individuals. They can form entities inside Donate PR, like Organizations and Communities, which enable collaborative impact and define interactions between individuals.

Entities & structure

Human beings with names. An individual signs up to Donate PR with their email address. An individual can take on different roles throughout the platform.

Individual(s) who create and/or manage the Organization profile. They have rights to edit the settings of the Organization, set up financial contributions to Communities, and set up gift cards, among other things.

Funds

Fiscal hosting enables Communities to transact financially without needing to legally incorporate. A fiscal host is a legal company or individual who holds a Community’s funds in their bank account and can generate invoices and receipts for Financial Contributors. You can think of a fiscal host as an umbrella organization for the Communities in it.

Individual(s) who create and/or manage the Fiscal Host is responsible for approving new Communities who want to join the host and paying out expenses approved by Community admins.

Fiscal Host admins want tools and workflows to easily manage their tasks (paying expenses and approving new Communities). They need to charge their fees and keep a useful accounting system. They are often the first point of contact for the Core Contributors of Communities they host, and many are super-users.

The primary entity most representative of the basis of our platform. A Community represents a project or group that has a mission or purpose in the world, which they raise and spend funds transparently to achieve.

Individuals who are major contributors and represent the Community with their face on the Community page as part of the team.

A type of Core Contributor with additional permissions, so they can edit the Community, change settings, approve expenses, make financial contributions to other Communities, and receive messages from people trying to contact the Community.

Accountant

Someone in charge of the financial records for the Community. They have read access to all financial information (receipts, invoices, etc) bot not write access (they can't approve or pay expenses).

Individuals who register to attend a Community's event. They often arrive through a direct link provided by the event organizers. They want a smooth, hassle-free experience, clear information about the event, and ideally a pathway to stay in touch or become contributors.

Independent Community

User actions & relationships

Every action inside Donate PR is based on _contribution_.

The word we will use for "someone who contributes to a project" is "contributor". The buttons on tiers will say "contribute".

Financial Contributors

A company that supports a Community financially, often at a higher tier. This is often called sponsorship in practice but can go by other names depending on the Community's context, such as base supporters, members, etc.

Sponsors often represent companies with accounting and reporting needs. They may want brand exposure, access to or goodwill from a community, tangible benefits like support, or help with their recruiting efforts.

Supports a Community financially, with a repeating or one-off contribution.

Individual Financial contributor can find a Community in many ways:

  • Direct link to a Community

  • Organization's page

Expense submitter

There are two different formats to contribute financially:

  • One-time financial contribution

  • Recurring financial contribution

Non-financial Contributors

Supporting Communities by providing the legal and financial infrastructure needed to accept money and make payments.

An individual can contribute with code (software) to an open-source project with a Community

An individual who contributes time or skills to a Community's mission.

Individuals

Organizations

An represents a company or legal entity in the world, with a shared identity, bank account, credit card, and resources. This is often how Sponsors engage on the platform.

Organization Admins

A , with a capital F, (as opposed to a Community) is a streamlined, single-payer process for supporters. A Fund is likely less interested in the 'social' & crowdfunding aspects of fundraising. This type of account will have a more simplified version of our dashboard for those who don't want all the extra features that group-organizing benefits from.

Fiscal Hosts

A is a type of Organization.

Fiscal Host Admin

Communities

Core Contributors

Community Admins

Core Contributors want to make their communities sustainable financially, so receiving financial contributions is first on their priority list. They use tools like , , and . They are interested in managing and growing their communities by creating and .

Event Attendee

An Independent Community holds money for itself in its own bank account (Instead of joining a to hold money on its behalf).

Learn more about Independent Communities .

Organizational Financial Contributor

Individual Financial Contributor

Search from

An individual who requests payment from the Community's budget using the function.

Fiscal Hosts

Code Contributors

Service Contributors

Organization
Fund
Fiscal Host
Fiscal Host
here
homepage
Discover page
expense
tiers
goals
events
sending updates
social media sharing