id: https://nde.nl/ontology/hc/class/DonationScheme name: DonationScheme title: DonationScheme Class prefixes: linkml: https://w3id.org/linkml/ hc: https://nde.nl/ontology/hc/ schema: http://schema.org/ dcterms: http://purl.org/dc/terms/ prov: http://www.w3.org/ns/prov# pav: http://purl.org/pav/ skos: http://www.w3.org/2004/02/skos/core# org: http://www.w3.org/ns/org# imports: - linkml:types - ../enums/DonationSchemeTypeEnum - ../slots/extraction_note - ../slots/contact_email - ../slots/observed_in - ../slots/has_or_had_benefit - ../slots/currency - ../slots/maximum_amount - ../slots/minimum_amount - ../slots/offered_by - ../slots/payment_frequency - ../slots/scheme_description - ../slots/scheme_id - ../slots/scheme_name - ../slots/scheme_type - ../slots/scheme_url - ../slots/specificity_annotation - ../slots/is_or_was_tax_deductible - ./TaxDeductibility - ../slots/regulated_by_scheme - ./TaxScheme - ../slots/has_or_had_score - ../slots/temporal_extent - ./TimeSpan - ./SpecificityAnnotation - ./TemplateSpecificityScore - ./TemplateSpecificityType - ./TemplateSpecificityTypes default_prefix: hc classes: DonationScheme: class_uri: schema:DonateAction description: "A donation or giving scheme offered by a heritage custodian institution.\n\n**PURPOSE**:\n\nDonationScheme provides structured representation of the various ways\nindividuals and organizations can financially support heritage institutions.\nThese range from simple one-time donations to complex membership programs,\nadoption schemes, patron circles, and legacy giving vehicles.\n\n**HERITAGE SECTOR CONTEXT**:\n\nDonation schemes are critical for heritage institution sustainability:\n\n- **Museums**: Friends schemes, patron circles, acquisition fund drives\n- **Libraries**: Adopt-a-book programs, conservation appeals\n- **Archives**: \"Adopt history\" programs, preservation sponsorships\n- **Galleries**: Artist support funds, exhibition sponsorships\n- **Historical societies**: Heritage membership, research fellowships\n- **Botanical gardens**: Plant and animal adoption programs\n\n**MULTILINGUAL TERMINOLOGY**:\n\n\"Friends\" scheme terminology varies by country:\n- Dutch:\ \ Museumvriend, Vrienden van het museum\n- German: F\xF6rderverein, Freundeskreis\n- French: Amis du mus\xE9e, Soci\xE9t\xE9 des amis\n- Spanish: Amigos del museo\n- Italian: Amici del museo\n\n**PROVENANCE CHAIN**:\n\n```\nHeritageCustodian\n \u2502\n \u251C\u2500\u2500 offers_donation_schemes \u2500\u2500\u2192 DonationScheme[]\n \u2502 \u2502\n \u2502 \u251C\u2500\u2500 scheme_type: MEMBERSHIP_FRIENDS\n \u2502 \u251C\u2500\u2500 scheme_name: \"Rijksmuseum Vrienden\"\n \u2502 \u251C\u2500\u2500 minimum_amount: 60\n \u2502 \u251C\u2500\u2500 currency: \"EUR\"\n \u2502 \u251C\u2500\u2500 payment_frequency: \"annually\"\n \u2502 \u2502\n \u2502 \u2514\u2500\u2500 observed_in\ \ \u2500\u2500\u2192 WebObservation\n \u2502 \u2502\n \u2502 \u251C\u2500\u2500 source_url: https://rijksmuseum.nl/steun\n \u2502 \u251C\u2500\u2500 retrieved_on: 2026-01-01T10:00:00Z\n \u2502 \u2514\u2500\u2500 extraction_confidence: 0.95\n \u2502\n \u2514\u2500\u2500 web_observations \u2500\u2500\u2192 WebObservation[] (general custodian provenance)\n```\n\n**ONTOLOGY ALIGNMENT**:\n\n- **Schema.org**: `schema:DonateAction` - Action of donating to organization\n- **Schema.org**: `schema:Offer` - Scheme as offer with price specification\n- **W3C Org**: `org:Membership` - For membership-type schemes\n- **Dublin Core**: `dcterms:isPartOf` - Scheme belongs to institution\n- **PROV-O**: `prov:wasDerivedFrom` - Links scheme to observation\n\ \n**TAX INCENTIVE SCHEMES**:\n\nMany countries provide tax benefits for cultural donations:\n\n| Country | Scheme | Benefit |\n|---------|--------|---------|\n| Netherlands | ANBI | 100% deductible |\n| Netherlands | Cultural ANBI | 125% deductible (extra 25%) |\n| UK | Gift Aid | 25% tax reclaim for charity |\n| UK | Cultural Gifts Scheme | Tax relief on objects donated |\n| USA | 501(c)(3) | Itemized deduction |\n| Germany | Gemeinn\xFCtzigkeit | Tax deductible |\n| France | M\xE9c\xE9nat culturel | 60% tax reduction |\n\n**SCHEME CATEGORIES**:\n\nSchemes are classified via DonationSchemeTypeEnum into eight categories:\n\n1. **MEMBERSHIP_*** - Recurring membership/subscription\n - Friends, Young Friends, Family, Corporate, Research Fellow\n \n2. **PATRON_*** - High-value donor circles\n - Circle, Benefactor, Founders Circle, Life, National\n \n3. **ADOPTION_*** - Object sponsorship\n - Book, Artifact, Archive Collection, Artwork, Animal, Plant\n \n4. **LEGACY_*** - Planned/estate\ \ giving\n - Bequest, Charitable Trust, Endowment, Named Fund\n \n5. **DONATION_*** - Direct monetary gifts\n - One-off, Recurring, Appeal, Project, Tax Incentive\n \n6. **INKIND_*** - Non-monetary contributions\n - Object, Artwork, Archive, Library Collection, Expertise, Volunteer\n \n7. **SPONSORSHIP_*** - Corporate/event support\n - Exhibition, Gallery, Event, Program, Digitization, Conservation\n \n8. **CROWDFUNDING_*** - Campaign-based collective funding\n - Acquisition, Conservation, Building, Exhibition\n\n**EXTRACTION PATTERN**:\n\nWhen extracting donation schemes from institutional websites:\n\n1. Create WebObservation for the support/donate page\n2. For each scheme found:\n - Create DonationScheme with observed_in \u2192 WebObservation\n - Classify using DonationSchemeTypeEnum\n - Extract financial details (amounts, currency, frequency)\n - List benefits provided to donors\n - Note tax deductibility and applicable schemes\n - Assign extraction_confidence\ \ based on clarity\n\n**EXAMPLES**:\n\nSee class examples section for detailed instances.\n" exact_mappings: - schema:DonateAction close_mappings: - schema:Offer - org:Membership - schema:MemberProgramTier related_mappings: - dcterms:isPartOf - prov:wasDerivedFrom - schema:priceSpecification - schema:itemOffered slots: - has_or_had_benefit - contact_email - currency - extraction_note - maximum_amount - minimum_amount - observed_in - offered_by - payment_frequency - scheme_description - scheme_id - scheme_name - scheme_type - scheme_url - specificity_annotation - is_or_was_tax_deductible - regulated_by_scheme - has_or_had_score - temporal_extent slot_usage: scheme_id: identifier: true required: true range: uriorcurie pattern: ^https://nde\.nl/ontology/hc/donation-scheme/[a-z0-9-]+/[a-z0-9-]+$ examples: - value: https://nde.nl/ontology/hc/donation-scheme/rijksmuseum/vrienden description: Rijksmuseum Friends membership scheme - value: https://nde.nl/ontology/hc/donation-scheme/british-library/adopt-a-book description: British Library Adopt-a-Book program - value: https://nde.nl/ontology/hc/donation-scheme/nhm-london/patrons-silver description: Natural History Museum Silver Patron tier scheme_type: required: true range: DonationSchemeTypeEnum examples: - value: MEMBERSHIP_FRIENDS description: Standard friends/membership scheme - value: ADOPTION_BOOK description: Adopt-a-book conservation program - value: PATRON_CIRCLE description: High-value patron circle with tiered benefits - value: LEGACY_BEQUEST description: Gift through will/estate scheme_name: required: true range: string examples: - value: Rijksmuseum Vrienden description: Dutch museum friends scheme - value: Adopt a Book description: Book sponsorship program - value: Director's Circle description: High-level patron program - value: Amis du Louvre description: French museum friends society scheme_description: range: string examples: - value: Become a Friend of the Rijksmuseum and enjoy unlimited free entry, exclusive member events, and a 10% discount in the museum shop. description: Membership scheme description - value: Your adoption supports the conservation of fragile historic books. Choose a book to adopt and receive a certificate and bookplate. description: Adoption scheme description minimum_amount: range: decimal examples: - value: 60 description: "\u20AC60 annual membership" - value: 25 description: "\xA325 minimum book adoption" - value: 1500 description: "\xA31,500 patron circle entry" maximum_amount: range: decimal examples: - value: 4999 description: "Silver tier up to \xA34,999" - value: 12000 description: "Gold tier up to \xA312,000" currency: range: string examples: - value: EUR description: Euro - value: GBP description: British Pound - value: USD description: US Dollar payment_frequency: range: string examples: - value: one-time description: Single donation - value: monthly description: Monthly recurring - value: annually description: Annual membership/renewal - value: life description: One-time payment for lifetime benefits has_or_had_benefit: range: string multivalued: true examples: - value: Free unlimited admission description: Entry benefit - value: 10% discount in museum shop description: Retail benefit - value: Member-only preview events description: Event benefit - value: Quarterly newsletter description: Communication benefit - value: Bookplate with donor name description: Recognition benefit offered_by: required: true range: uriorcurie examples: - value: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum description: Rijksmuseum - value: https://nde.nl/ontology/hc/custodian/uk/british-library description: British Library scheme_url: range: uri examples: - value: https://www.rijksmuseum.nl/nl/steun-het-rijksmuseum/word-vriend description: Rijksmuseum Vrienden page - value: https://support.bl.uk/Page/Adopt-a-book description: British Library adoption page is_or_was_tax_deductible: range: TaxDeductibility inlined: true description: 'Structured tax deductibility status for donations to this scheme. Provides status classification, jurisdiction, and conditions. ' examples: - value: status: FULLY_DEDUCTIBLE jurisdiction: NL deductible_percentage: 100 description: Donations are fully tax-deductible in Netherlands - value: status: NOT_DEDUCTIBLE conditions: Membership benefits exceed donation value description: Not tax-deductible (e.g., membership with significant benefits) regulated_by_scheme: range: TaxScheme multivalued: true inlined_as_list: true description: 'Tax scheme(s) applicable to donations to this institution. Multiple schemes may apply (e.g., ANBI + Cultural ANBI in NL). ' examples: - value: has_or_had_type: ANBI has_or_had_label: ANBI jurisdiction: NL offers_or_offered: - has_or_had_percentage: percentage_value: 100 description: Dutch general public benefit institution - value: has_or_had_type: CulturalANBI has_or_had_label: Cultural ANBI (125%) jurisdiction: NL offers_or_offered: - has_or_had_percentage: percentage_value: 125 description: Dutch cultural institution with extra deduction - value: has_or_had_type: GiftAid has_or_had_label: Gift Aid jurisdiction: UK offers_or_offered: - has_or_had_percentage: percentage_value: 100 description: UK Gift Aid scheme - value: has_or_had_type: Section501c3 has_or_had_label: 501(c)(3) jurisdiction: US offers_or_offered: - has_or_had_percentage: percentage_value: 100 description: US tax-exempt charitable organization - value: has_or_had_type: Gemeinnuetzigkeit has_or_had_label: "Gemeinn\xFCtzigkeit" jurisdiction: DE offers_or_offered: - has_or_had_percentage: percentage_value: 100 description: German charitable status contact_email: range: string examples: - value: vrienden@rijksmuseum.nl description: Friends scheme contact - value: development@bl.uk description: Development office observed_in: required: true range: uriorcurie examples: - value: https://nde.nl/ontology/hc/observation/web/2026-01-01/rijksmuseum-support description: Observation of Rijksmuseum support page comments: - Each scheme links to WebObservation for full provenance chain - Tax deductibility varies by jurisdiction - always document regulated_by_scheme - Benefits should be extracted as discrete items for comparison - Tiered schemes (e.g., Silver/Gold/Platinum) are separate DonationScheme instances - Use payment_frequency to distinguish one-time vs recurring schemes see_also: - https://schema.org/DonateAction - https://schema.org/MemberProgramTier - https://www.w3.org/ns/org#Membership - https://www.belastingdienst.nl/wps/wcm/connect/nl/aftrek-en-kortingen/content/gift-aftrekken - https://www.gov.uk/donating-to-charity/gift-aid examples: - value: scheme_id: https://nde.nl/ontology/hc/donation-scheme/rijksmuseum/vrienden scheme_type: MEMBERSHIP_FRIENDS scheme_name: Rijksmuseum Vrienden scheme_description: Word Vriend van het Rijksmuseum en geniet van gratis toegang, exclusieve evenementen en 10% korting in de museumwinkel. minimum_amount: 60 currency: EUR payment_frequency: annually has_or_had_benefit: - Gratis onbeperkt toegang - Exclusieve vriendenevenementen - 10% korting in de museumwinkel - Kwartaalnieuwsbrief offered_by: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum scheme_url: https://www.rijksmuseum.nl/nl/steun-het-rijksmuseum/word-vriend is_or_was_tax_deductible: status: FULLY_DEDUCTIBLE jurisdiction: NL deductible_percentage: 100 regulated_by_scheme: - has_or_had_type: CulturalANBI has_or_had_label: Cultural ANBI (125%) jurisdiction: NL offers_or_offered: - has_or_had_percentage: percentage_value: 125 regulatory_body: Belastingdienst observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/rijksmuseum-support extraction_confidence: 0.95 extraction_notes: Clear scheme page with pricing and benefits listed. description: Rijksmuseum Friends membership scheme (Netherlands) - value: scheme_id: https://nde.nl/ontology/hc/donation-scheme/british-library/adopt-a-book scheme_type: ADOPTION_BOOK scheme_name: Adopt a Book scheme_description: Help preserve the nation's written heritage by adopting a book. Your donation funds conservation work on fragile historic books and manuscripts in the British Library collection. minimum_amount: 25 currency: GBP payment_frequency: one-time has_or_had_benefit: - Certificate of adoption - Bookplate with your name in the book - Digital image of your adopted book - Conservation report offered_by: https://nde.nl/ontology/hc/custodian/uk/british-library scheme_url: https://support.bl.uk/Page/Adopt-a-book is_or_was_tax_deductible: status: FULLY_DEDUCTIBLE jurisdiction: UK deductible_percentage: 100 regulated_by_scheme: - has_or_had_type: GiftAid has_or_had_label: Gift Aid jurisdiction: UK offers_or_offered: - has_or_had_percentage: percentage_value: 100 regulatory_body: HMRC observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/bl-support extraction_confidence: 0.98 extraction_notes: Well-documented scheme with clear tiers and benefits. description: British Library Adopt-a-Book program (UK) - value: scheme_id: https://nde.nl/ontology/hc/donation-scheme/nhm-london/patrons-silver scheme_type: PATRON_CIRCLE scheme_name: Natural History Museum Patrons - Silver scheme_description: Join the Silver level of our Patrons programme and enjoy exclusive behind-the-scenes access, curator-led tours, and invitations to special events throughout the year. minimum_amount: 1500 maximum_amount: 4999 currency: GBP payment_frequency: annually has_or_had_benefit: - Behind-the-scenes tours - Curator-led collection visits - Patron-only evening events - Recognition in annual report - Two guest passes per visit offered_by: https://nde.nl/ontology/hc/custodian/uk/nhm-london scheme_url: https://www.nhm.ac.uk/support-us/patrons is_or_was_tax_deductible: status: FULLY_DEDUCTIBLE jurisdiction: UK deductible_percentage: 100 regulated_by_scheme: - has_or_had_type: GiftAid has_or_had_label: Gift Aid jurisdiction: UK offers_or_offered: - has_or_had_percentage: percentage_value: 100 regulatory_body: HMRC observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/nhm-patrons extraction_confidence: 0.92 extraction_notes: Three-tier patron program. Silver is entry level. description: Natural History Museum Silver Patron tier (UK) - value: scheme_id: https://nde.nl/ontology/hc/donation-scheme/iish/adopt-history scheme_type: ADOPTION_ARCHIVE_COLLECTION scheme_name: Adopt History scheme_description: Adopt a historical document from the IISH collection and help preserve social history. Your adoption supports digitization and conservation of labor movement archives. minimum_amount: 150 currency: EUR payment_frequency: one-time has_or_had_benefit: - Adoption certificate - Digital copy of document - Name on website donor wall - Behind-the-scenes tour invitation offered_by: https://nde.nl/ontology/hc/custodian/nl/iish scheme_url: https://iisg.amsterdam/en/support/adopt-history is_or_was_tax_deductible: status: FULLY_DEDUCTIBLE jurisdiction: NL deductible_percentage: 100 regulated_by_scheme: - has_or_had_type: ANBI has_or_had_label: ANBI jurisdiction: NL offers_or_offered: - has_or_had_percentage: percentage_value: 100 regulatory_body: Belastingdienst observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/iish-support extraction_confidence: 0.9 extraction_notes: Archive document adoption with flexible donation levels. description: IISH Adopt History program for archival documents (Netherlands) - value: scheme_id: https://nde.nl/ontology/hc/donation-scheme/kb-nl/legacy scheme_type: LEGACY_BEQUEST scheme_name: Nalatenschap aan de KB scheme_description: Overweeg een nalatenschap aan de Koninklijke Bibliotheek en help de nationale bibliotheekcollectie voor toekomstige generaties te bewaren. minimum_amount: null currency: EUR payment_frequency: one-time has_or_had_benefit: - Persoonlijk gesprek met directie - Erkenning in jaarverslag (optioneel) - Nalatenschap volledig naar collectie offered_by: https://nde.nl/ontology/hc/custodian/nl/kb scheme_url: https://www.kb.nl/over-ons/steun-de-kb/nalatenschap is_or_was_tax_deductible: status: FULLY_DEDUCTIBLE jurisdiction: NL deductible_percentage: 100 regulated_by_scheme: - has_or_had_type: ANBI has_or_had_label: ANBI (erfbelasting vrijstelling) has_or_had_description: ANBI status with inheritance tax exemption jurisdiction: NL offers_or_offered: - has_or_had_percentage: percentage_value: 100 regulatory_body: Belastingdienst contact_email: ontwikkeling@kb.nl observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/kb-support extraction_confidence: 0.85 extraction_notes: Legacy giving page with limited detail. Estate tax benefits apply. description: Koninklijke Bibliotheek legacy giving (Netherlands) annotations: specificity_score: 0.1 specificity_rationale: Generic utility class/slot created during migration custodian_types: - '*' custodian_types_rationale: Universal utility concept