> From: Carol Botteron > Sent: Thursday, January 20, 2011 5:16 PM > > I administer three smallish projects at FTDNA. I would > like to set up a General Fund but am not sure how to do > it. The GAP page and the FAQ at > http://www.familytreedna.com/faq/answers/default.aspx?faqid=20 > do not say how to start a fund. > > I'd appreciate a pointer to "How to" instructions, and/or > the benefit of people's experience. > > A prospective donor offered to pay for a test if an > applicant meets certain criteria. An applicant's > pedigree is now being evaluated. If he meets the > criteria, I'm picturing something like: > > (1) I somehow set up a General Fund for this project. You automatically have a General Fund started already. On your GAP's Home page, over in the right-hand column of links, the third one down should say, "General Fund." > (2) Donor puts enough money into the fund to pay for > a test (using credit card or whatever). Yes. I tell people that, because I'm a volunteer, the money should not pass through my hands, and I recommend that they not send each other checks, either. I had someone send someone a check, who cashed it, but then didn't follow through and purchase the kit. > (3) Applicant applies to join the group, I accept. > (4) Applicant orders a test. What does he do about > payment? The individual should purchase the kit using the *Invoice* method of payment. If the purchaser uses a credit card to pay for the kit, then FTDNA will have to issue a refund on the credit card, later. The charge and the refund could hit different billing cycles, so the person would have to pay his credit card bill (or pay the interest), and wait to be credited with the refund. > (5) I tell FTDNA that this applicant's test is to be > paid for by the general fund. (Assuming FTDNA needs > his kit number for this.) When you get the email indicating the new member has purchased his kit, then immediately email FTDNA at groupgeneralfund@familytreedna.com and tell them to pay for the kit from the project's General Fund, giving the Kit# and name of the individual. Because the balance due on the Invoice is zero, a paper Invoice (bill) will not even be included in the kit. If you want to put a link to your project's General Fund in an email or on your personal web site, you will need the specific URL. To get it, you need to go to your project web site at FTDNA and, near the bottom of the home page, under the heading, "General Fund," click on "Click Here," then use the URL of that page. The assumption here is that you have set the General Fund links to be displayed on the "Site Configuration" tab of your "Project Website" page. You can read an example of how I describe donations for my personal project web pages here: http://dgmweb.net/DNA/Corbin/CorbinDNA.html#GeneralFund Diana P.S.