Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
Add a Gift Commitment in Nonprofit Create a record for a one-time pledge, a multipayment gift, or an open-ended recurring gift, including the schedule, amount, and gift designations of the donor’s choice. If someone influenced the donor to give, you can log gift soft credits directly on the commitment page. You can connect the gift to a campaign or opportunity and allocate the gift for a particular designation.
Capture Giving Influence with Soft Credits in Nonprofit Streamline your fundraising efforts by tracking soft credits on Gift Commitments. Gift Entry Officers and Annual Fund Managers can capture and manage the influence of third parties on donations effectively, making sure every contribution is recognized and attributed accurately. This functionality not only simplifies the recording process but also aids in strategic donor engagement and segmentation.
Schedule a Gift Commitment in Nonprofit Schedule a recurring or custom payment of a gift commitment from a donor. The scheduling options change based on the schedule type that you select when you create the gift commitment.
Enter In-Kind Gift Commitments in Nonprofit An in-kind gift is a donation of goods or services, rather than a cash donation, to a nonprofit organization. To enter in-kind gifts into Salesforce, enter them as gift commitments.
Manage Recurring Gift Commitments in Nonprofit You can change the gift amount, schedule, and payment instrument details of a gift commitment. When you update the gift commitment record, Fundraising automatically processes the commitment and its associated records, such as the transaction and schedule.
Gift Commitment Processing in Nonprofit Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.
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