💰 SayPro Financial Records – January SCDR-7

Programme: SayPro Development Royalty (SCDR)
Department: SayPro Resource Mobilisation Office
Campaign Period: January 1–31, 2025
Focus: Financial Documentation of Funds Raised, Invoices, Receipts, and Transaction Data

🎯 Purpose of Financial Records Evaluation

The purpose of reviewing and analyzing the financial records is to:

• Track the total funds raised and ensure accurate financial reporting.
• Review the transparency and accountability of all financial transactions related to the campaign.
• Document and cross-reference donations with invoices, receipts, and campaign data.
• Provide insights into donor contributions and assess the financial efficiency of the campaign.

1. 💵 Total Funds Raised

The total funds raised during the January 2025 SCDR-7 campaign are as follows:

• Total Funds Raised: R1,512,000.00
• Number of Donors: 487
• Average Donation Amount: R3,104.12
• Donors who contributed more than R5,000: 15% of total donors (73 individuals)

2. 🧾 Invoices and Receipts

A. Invoice Issuance Summary

Invoices for donations were generated and sent to corporate donors and high-value individual donors (those contributing above R1,000). These invoices include detailed breakdowns of the funds donated and the corresponding SayPro tax-exempt status for all applicable donations.

• Total Invoices Issued: 112
• Amount Invoiced: R899,400.00 (approximately 59.5% of total funds)
• Percentage of Donations from Invoice Recipients: 59.5%

Invoice Template Details:

• Donor Name
• Date of Donation
• Donation Amount
• Campaign Reference (SCDR-7)
• Payment Method (Bank Transfer, Credit Card, etc.)
• Tax Exempt Status (Where applicable)

Example of Invoice Detail:

B. Receipts Issued

Receipts for individual donors, especially those donating amounts under R1,000, were sent automatically through the SayPro CRM system. These receipts are digitally signed and include a thank-you note and campaign impact summary.

• Total Receipts Issued: 375
• Amount on Receipts: R612,600.00 (approximately 40.5% of total funds)
• Percentage of Donations from Receipt Recipients: 40.5%

Receipt Template Features:

• Donor Name
• Date of Donation
• Donation Amount
• Transaction ID (for bank transfers and online donations)
• Thank You Message
• SayPro Contact Information

Example of Receipt:

3. 💳 Fundraising Transaction Data

The funds were collected through a variety of payment channels, including online banking, credit card payments, and mobile money platforms (e.g., SnapScan, PayFast). A total of R1,512,000.00 was raised via these channels.

A. Transaction Channel Breakdown

B. Payment Processing Fees

Total Processing Fees: R14,650.00
Net Funds Raised: R1,497,350.00 (after fees)

4. 📈 Financial Reconciliation

The financial team at SayPro conducted a thorough reconciliation of the funds raised, matching all receipts and invoices with bank deposits and transaction records.

• Funds Reconciled: R1,497,350.00
• Discrepancies Identified: None (100% match between raised funds and processed transactions)

A. Deposit Confirmation

Deposits for funds raised via online platforms and bank transfers were confirmed by SayPro’s finance department. Detailed transaction logs are available for internal auditing.

• Bank Statement Summary: All incoming funds corresponded to deposits from donors listed in the CRM.
• Payment Gateway Logs: Reconciled with PayFast and SnapScan transaction reports to ensure completeness.

5. 📂 Financial Reporting and Documentation

SayPro has maintained accurate records of all donations, including:

• Donation Records: Stored in CRM system (accessed by finance and fundraising teams)
• Bank Statements: Provided by financial institution; reconciled with transaction data
• Receipts and Invoices: Archived digitally for audit and reporting purposes
• Payment Gateway Data: Integrated with CRM for streamlined reporting

A. Financial Reporting Format

• Campaign Summary Report: Detailed summary of all funds raised, broken down by payment method, region, and donor type (individual vs. corporate).
• Quarterly Financial Report: Includes income, expenses, and processed donations for future use in financial planning.
• End-of-Year Financial Report: For tax purposes and donor transparency.

6. 📊 Financial Impact Assessment

A. Fundraising Efficiency

The total fundraising expenses (e.g., marketing costs, event logistics, payment processing fees) were accounted for at R250,000.00, bringing the net profit from the January SCDR-7 campaign to:

Net Profit Margin: 83.5%

B. Donor Contribution by Category

• Corporate Donors: 72% of total funds raised
• Individual Donors: 28% of total funds raised

7. 🗃️ Financial Record Access

All financial records, including invoices, receipts, transaction data, and bank statements, are stored securely in the SayPro Finance System and are accessible only to authorized personnel.

Backups of all financial records are maintained in the SayPro Cloud Storage for disaster recovery and compliance purposes.

✅ Conclusion

The January 2025 SCDR-7 campaign was financially successful, raising R1,512,000.00 in total. All funds were accounted for accurately, with no discrepancies found between donation records and bank deposits. The net profit margin of 83.5% indicates high fundraising efficiency, with the majority of funds coming from corporate donors. Processing fees, while inevitable, remained within reasonable limits, and the campaign generated strong donor engagement.