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📄 SayPro Educational Report Submission Form.
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Email: info@saypro.online Call/WhatsApp: Use Chat Button 👇
Department: Fundraising, Sponsorships, Donations & Crowdfunding
Program: SCMR-2 – Donor Education on Planned Giving
Platform: https://saypro.online
Form Type: Monthly/Session-Based Submission
🔹 Section 1: General Information
| Field | Description |
|---|---|
| Employee Name | Full name of the SayPro Education Specialist submitting the report |
| Employee ID | Unique internal ID or reference number |
| Date of Submission | Date the report is completed and submitted |
| Month Covered | Specify the month for which the report is being filed |
| Session Title | Name/title of the educational module or session |
| Session Date(s) | Date(s) the session(s) took place |
| Delivery Mode | ☐ Online (Zoom/Webinar) ☐ In-Person ☐ Hybrid |
| Location (if applicable) | Physical address for in-person sessions |
🔹 Section 2: Educational Content Summary
| Field | Description |
|---|---|
| Module Name/Topic | Title of the educational module presented |
| Planned Giving Themes Covered | E.g., Wills, Bequests, Charitable Trusts, Tax Benefits |
| Supporting Materials Developed | ☐ Presentation Slides ☐ Donor Guide ☐ FAQ Sheet ☐ Video/Animation ☐ Other: [Specify] |
| GPT Usage | List any GPT-generated content used (e.g., FAQs, prompts, outlines) |
| SayPro Platform Upload Confirmation | ☐ Yes, all content uploaded to SayPro platform ☐ Pending |
🔹 Section 3: Participation Metrics
| Field | Description |
|---|---|
| Number of Participants | Total attendees or viewers |
| Participant Types | ☐ Current Donors ☐ Prospective Donors ☐ General Public ☐ SayPro Staff |
| Engagement Tools Used | ☐ Polls ☐ Chat Q&A ☐ Post-event Survey ☐ CRM Follow-Up |
| CRM Records Updated? | ☐ Yes ☐ No – Reason: [Specify] |
🔹 Section 4: Outcomes & Feedback
| Field | Description |
|---|---|
| Key Outcomes | Summarize key learnings, participant responses, and knowledge gains |
| Donor Inquiries Generated | Number of follow-up questions or interest in planned giving |
| Donor Guide Downloads | Count or estimate of SayPro Donor Guide downloads/requests |
| Testimonial or Quote (if any) | Include a short donor or participant testimonial if available |
| Follow-up Actions Taken | List actions taken or scheduled (e.g., email, consultation invites) |
🔹 Section 5: Attachments & Media
Please upload the following with your submission:
- Presentation Slides
- Donor Guide/Handouts (if updated)
- Chat Transcript or Poll Results
- Photos/Screenshots (for documentation)
- Video Recording (if available)
🔹 Section 6: Reviewer Notes (Internal Use Only)
| Field | Description |
|---|---|
| Reviewed by | Name of SayPro SCMR-2 or Fundraising Office reviewer |
| Review Date | Date the report was reviewed |
| Comments/Recommendations | Suggestions for improvement or follow-up |
✅ Submission Instructions
- Submit via https://saypro.online/report-submission
- Deadline: By the 5th of each month for the prior month’s activities
- Ensure all documentation and content uploads are complete before submission
- Incomplete reports will be returned for revision
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