Automatically generate a donor brief for a board meeting or major donor solicitation by
using customized templates and add the Create Donor Brief button to page layouts for quick
access.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
Add Donor Briefs in Nonprofit To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a template from your library to generate a brief that's formatted by the template.
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