Enable Fundraising in Nonprofit

Configure Fundraising Settings in Nonprofit

After you turn on Fundraising, configure general Fundraising settings for extension day and transaction counts, gift entry, and donor matching.

1. In Setup, search for Fundraising, and select Fundraising Settings.
2. In Installment Extension Day Count, enter how many days before or after a due date Fundraising marks an unpaid gift commitment transaction as a new installment.
   An unpaid transaction within this grace period is considered a gift transaction.

   

   Important We don't recommend setting this count to zero because it shrinks the transaction-to-installment matching window down to only one exact date. An exact date matching window can incorrectly set unpaid gifts as lapsed.
3. In Lapsed Unpaid Transaction Count, specify the number of sequentially unpaid installments that changes the gift commitment status to Lapsed.
   If you set the Unpaid Transaction Count to zero, then the status doesn't update.
4. In Failing Transaction Count, specify the number of sequentially failed installments that changes the gift commitment status to Failing.
   If you set the Failing Transaction Count to zero, then the status doesn't update.
5. To autocreate the next transaction in a recurring schedule, select Create Recurring Schedule Transaction.
   If you decline to turn on this setting, always manually create the next transaction in recurring schedules.
6. To close a recurring commitment when it has no ongoing or future schedule and no unpaid transactions, select Auto Close Recurring Commitment.
   The gift commitment auto-closes when the start date and end date on the schedule has passed.
7. To use enhanced concurrent gift commitment processing, turn on NextGen Commitment Processing. For more information, see Schedule a Gift Commitment Batch Processing Job in Nonprofit.
8. To set a field to use as the external ID for donor lookup during gift entry, select the custom field from the External ID picklist.
   By default, Fundraising uses the donor name for the lookup. When a unique external ID matches an existing Account record, donor lookup uses the external ID and donor name.
9. To turn on donor matching for the Business Process API, in the Donor Matching Method list, select Duplicate Management Rules.
10. Save your changes.
11. For a flexible table format for gift entry, in Setup, search for Fundraising, select Gift Entry, and turn on Gift Entry Grid.
12. To create households automatically, go to Setup, search for household, select Household Automation, and turn on Automatic Household Creation.
    Automatic Household Creation uses a default name format if either of these is true:

    • You didn't turn on Automatic Household Naming.
    • You don't have an active household naming template that sets the Account.Name field as the destination.

    In these cases, the auto-generated household name format is {LastName} Household.
13. To create and update household names and greetings automatically, go to Setup, search for household, select Household Naming Settings, and turn on Automatic Household Naming.
    Before Household Naming can create household names and greetings, set up an active household naming template. See Automatically Generate and Maintain Household Names and Greetings.