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Format Donor Briefs by Applying Custom Templates in Nonprofit
Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To customize donor brief templates: | Fundraising_Admin permission set group AND DocGen Designer |
Download this template as .docx file and customize it for your org: Donor Brief Template
Customize the provided template with any of these fields that are available for use with the donor brief.
Person Account fields
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.
- Name: 'DonorName'
- FirstName: 'FirstName'
- LastName: 'LastName'
- Salutation: 'Salutation'
- AnnualRevenue: 'AnnualRevenue'
- Description: 'Description'
- NumberOfEmployees: 'Employees'
- Fax: 'Fax'
- Phone: 'Phone'
- PersonHomePhone: 'HomePhone'
- Website: 'Website'
- PersonEmail: 'Email'
- PersonMailingCity: 'City'
- PersonMailingState: 'State'
- PersonMailingCountry: 'Country'
Account fields
- Name: 'DonorName'
- AnnualRevenue: 'AnnualRevenue'
- Description: 'Description'
- NumberOfEmployees: 'Employees'
- Fax: 'Fax'
- Phone: 'Phone'
- Website: 'Website'
- BillingStreet: 'BillingStreet'
- BillingCountry: 'BillingCountry'
- BillingState: 'BillingState’
- BillingPostalCode: 'BillingPostalCode'
- BillingCity: 'BillingCity'
- ShippingStreet: 'ShippingStreet'
- ShippingCountry: 'ShippingCountry'
- ShippingState: 'ShippingState'
- ShippingPostalCode: 'ShippingPostalCode'
- ShippingCity: 'ShippingCity'
- Type: 'Type'
Donor Gift Summary fields
- AverageGiftAmount: 'AverageGiftAmount'
- BestGiftYear: 'BestGiftYear'
- CurrentRecurringStartDate: 'CurrentRecurringStartDate'
- CurrentYearGiftCount: 'CurrentYearGiftCount'
- CompositeRfmScore: 'CompositeRfmScore'
- DaysSinceLastGift: 'DaysSinceLastGift'
- FirstGiftAmount: 'FirstGiftAmount'
- FirstGiftDate: 'FirstGiftDate'
- FirstRecurringStartDate: 'FirstRecurringStartDate'
- FirstSoftCreditAmount: 'FirstSoftCreditAmount'
- FirstSoftCreditDate: 'FirstSoftCreditDate'
- FrequencyScore: 'FrequencyScore'
- GiftCount: 'GiftCount'
- GiftsLastYearAmount: 'GiftsLastYearAmount'
- GiftsThisYearAmount: 'GiftsThisYearAmount'
- GiftsTwoYearsAgoAmount: 'GiftsTwoYearsAgoAmount'
- HighestGiftAmount: 'HighestGiftAmount'
- HighestSoftCreditAmount: 'HighestSoftCreditAmount'
- HighestSoftCreditDate: 'HighestSoftCreditDate'
- LastGiftAmount: 'LastGiftAmount'
- LastGiftDate: 'LastGiftDate'
- LastRecurringPaymentDate: 'LastRecurringPaymentDate'
- LastSoftCreditAmount: 'LastSoftCreditAmount'
- LastSoftCreditDate: 'LastSoftCreditDate'
- LastTwoYearGiftCount: 'LastTwoYearGiftCount'
- LastYearGiftCount: 'LastYearGiftCount'
- LowestGiftAmount: 'LowestGiftAmount'
- MonetaryScore: 'MonetaryScore'
- RecencyScore: 'RecencyScore'
- SecondGiftDate: 'SecondGiftDate'
- SoftCreditCount: 'SoftCreditCount'
- TotalGiftsAmount: 'TotalGiftsAmount'
- TotalHardSoftCredits: 'TotalHardSoftCredits'
- TotalHardSoftCreditsAmount: 'TotalHardSoftCreditsAmount'
- TotalPaidRcrInstallments: 'TotalPaidRcrInstallments'
- TotalPaidRcrInstlAmt: 'TotalPaidRcrInstlAmt'
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