Design a Donor Profile

Customize and Place the Donor Summary Card

The Donor Summary card is a component that shows the contact's name, addresses, photo, and other key biographical details. You can customize the card and place it on the account page by using Lightning App Builder.

Get Record Alerts

Knowing when a donor interacts with your organization can lead to a stronger, more personal relationships. An easy way to know about a donor's activity is to receive alerts about it. To receive Record Alerts on donor activity:

1. Set up and configure Record Alerts.
2. Add the component to the account page by using Lightning App Builder.

Set Up Donor Details Rollup

Donor Details is a Related Records Detail Display rollup that you design and place on the page by using Lightning App Builder. To set up Donor Details:

1. Edit the account page with the Lightning App Builder.
2. Drag the Related Records Detail Display component to where you want it to be on the page.
3. Enter a name for the panel such as Donor Details.
4. From Related Entity, select Contact Profile.
5. To enable users to update Contact Profile information from the Donor Profile, select Allow create and edit.
6. Create the groups of data that you want to show on the Donor Details.

   Common data groups to include are financial or asset data, demographic information, and giving history to other nonprofit organizations.

7. Select the fields to show in each group.

8. Save your changes and activate the page.
9. Assign it as the App Default for the Philanthropy and Partnerships app.

Add Rollup to Donor Profile

Use the Donor Details rollup on the Donor Profile to create or update the account's Contact Profile.

1. On the account page, in the Donor Details rollup, clickand select New or Edit.
2. Enter or update the information.
3. Save your changes.

Set Up the Account Relationship Graph

The account relationship graph is created with an Actionable Relationship Center graph that uses a Fundraising template. To set up the account relationship graph:

1. Edit the account page in the Fundraising Philanthropy and Partnerships app.
2. In the Lightning App Builder, drag the ARC Relationship Graph to a new tab on the page canvas.
3. For Graph Name, select the person account graph that you created from the Fundraising templates during Fundraising configuration.
4. Click Add Filter.
5. Define the filter.
   1. From Filter Type, select Record Field.
   2. From Field, select Is Person Account.
   3. From Operator, select Equal.
   4. For the Person Account graph, from Value, select True. For the Business Account graph, select False.
6. Similarly, create an ARC Relationship Graph using the business account graph you created from the Fundraising templates and setting the Is Person Account field to False.
7. Save your changes and activate the page.
8. Assign it as the App Default for the Philanthropy and Partnerships app.