Enable Features that Enhance Fundraising in Nonprofit

Define the required tasks for a process such as a capital campaign, research and development projects, or other fundraising activities. See Action Plans.

Build datasets that contain records that join information across multiple objects according to your fundraising requirements. See Enable Actionable Segmentation.

Keep the account mailing address accurate with the Contact Point Address when you add or update the mailing address on the person account record page. See Set Up Automatic Address Synchronization.

Identify key interests, preferences, and needs of donors. Deepen relations to build a connection with donors by speaking a common language. Users with the Fundraising_Admin or Fundraising_User permission set group, or Education Cloud Full Access permission set, can use Interest Tags on Accounts (including Person Accounts), Campaigns, and Outreach Source Codes (when enabled). See Interest Tags.

Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.

Capture structured, searchable notes of meetings with donors that use smart search and filters. Add tags for advancement topics to create action items, all in one place. See Enable and Configure Interaction Summaries.

Capture and visualize important life events of donors to deepen relationships by leveraging the details to identify opportunities and devise personalized offers and engagement. See Events and Milestones.

Alert staff members who are responsible for fundraising to the changes in records that require action so that the staff can take necessary action. See Turn on Record Alert Access.

Bring in multiple objects into one list so that staff can reference a chronological view of the engagement of constituents to evaluate the progress and take action. See Set Up a Timeline in Salesforce.