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            Add a Gift Commitment in Nonprofit

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            1. Salesforce Help
            2. Docs
            3. Nonprofit Cloud

            Add a Gift Commitment in Nonprofit

            Create a record for a one-time pledge, a multipayment gift, or an open-ended recurring gift, including the schedule, amount, and gift designations of the donor’s choice. If someone influenced the donor to give, you can log gift soft credits directly on the commitment page. You can connect the gift to a campaign or opportunity and allocate the gift for a particular designation.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To create a gift commitment:

            FundraisingAccess permission set

            Before you create, update, or delete gift commitments, make sure that you have Create access to the Contact Profile object. You need this access because when you add or modify a recurring gift, Fundraising updates the RecurringDonorType on the donor's Contact Profile. If there isn't a Contact Profile for the donor, Fundraising creates one. You can also add recurring gift commitments in Gift Entry.

            1. From the App Launcher (App Launcher), find and select Gift Commitments.
            2. Click New.
            3. Enter the donor details and a name for the commitment.
            4. Select a schedule type.
              • If this is a recurring gift commitment in which the donor pays a set amount on a schedule, select Recurring.
                Note
                Note You can also create recurring commitment schedules from the Gift Entry Grid.
              • If this is a nonrecurring gift commitment that the donor pays in one or more installments, select Custom.
            5. If necessary, enter the campaign and fulfillment details.
            6. Save your changes.
             
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