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Agentforce Nonprofit
Gift Commitment and Transaction Categories in Fundraising Intelligence in Nonprofit

Gift Commitment and Transaction Categories in Fundraising Intelligence in Nonprofit

In Fundraising Intelligence, categorizing gift transactions and donors is essential for effective fundraising analysis. Gift transactions and donors are classified into three categories based on their relationship to other records in the Nonprofit Cloud data model.

When the Gift Transaction is Associated to Transaction Type Assigned
Gift Commitment Opportunity Campaign
Yes Yes No Major Donor
Yes No No Mass Market
Yes Yes Yes Major Donor and Mass Market
Yes No Yes Mass Market
No No Yes Mass Market
No No No Mass Market

The table summarizes how gift transactions are classified across the transaction categories.

This categorization is used to calculate key metrics presented in fundraising dashboards. It helps identify high-potential donors, tailor engagement strategies, and develop outreach efforts for mass market gifts.

 
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