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            Donor Profiles in Nonprofit

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            Donor Profiles in Nonprofit

            The Donor Profile contains key information about your donors all in one place.

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To set up and use donor profiles:

            FundraisingAccess permission set

            OR

            Fundraising_User permission set group

            OR

            Modified Education Cloud Full Access permission set

            A Donor Profile is an account page in the Fundraising Philanthropy and Partnerships app that is customized to contain pertinent financial, demographic, and relationship information on a donor or prospect. This comprehensive view helps fundraisers understand their donors. The financial and demographic information is pulled from the Contact Profile object, and the relationship information is built using an Actionable Relationship Center graph. You can customize both person accounts (for individual donors) and business accounts (for households and partners).

            Note
            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.

            Design a Donor Profile

            Customize the Donor Profile to meet your needs.

            We recommend that you make these customizations to the account page for the Donor Profile.

            • Add a Donor Summary card
            • Add Record Alerts
            • Add a Donor Details rollup
            • Add an Actionable Relationship Center graph
            • Add Quick Actions

            Customize and Place the Donor Summary Card

            The Donor Summary card is a component that shows the contact's name, addresses, photo, and other key biographical details. You can customize the card and place it on the account page by using Lightning App Builder.

            Get Record Alerts

            Knowing when a donor interacts with your organization can lead to a stronger, more personal relationships. An easy way to know about a donor's activity is to receive alerts about it. To receive Record Alerts on donor activity:

            1. Set up and configure Record Alerts.
            2. Add the component to the account page by using Lightning App Builder.

            Set Up Donor Details Rollup

            Donor Details is a Related Records Detail Display rollup that you design and place on the page by using Lightning App Builder. To set up Donor Details:

            1. Edit the account page with the Lightning App Builder.
            2. Drag the Related Records Detail Display component to where you want it to be on the page.
            3. Enter a name for the panel such as Donor Details.
            4. From Related Entity, select Contact Profile.
            5. To enable users to update Contact Profile information from the Donor Profile, select Allow create and edit.
            6. Create the groups of data that you want to show on the Donor Details.

              Common data groups to include are financial or asset data, demographic information, and giving history to other nonprofit organizations.

            7. Select the fields to show in each group.

            8. Save your changes and activate the page.
            9. Assign it as the App Default for the Philanthropy and Partnerships app.

            Add Rollup to Donor Profile

            Use the Donor Details rollup on the Donor Profile to create or update the account's Contact Profile.

            1. On the account page, in the Donor Details rollup, clickShow More iconand select New or Edit.
            2. Enter or update the information.
            3. Save your changes.

            Set Up the Account Relationship Graph

            The account relationship graph is created with an Actionable Relationship Center graph that uses a Fundraising template. To set up the account relationship graph:

            1. Edit the account page in the Fundraising Philanthropy and Partnerships app.
            2. In the Lightning App Builder, drag the ARC Relationship Graph to a new tab on the page canvas.
            3. For Graph Name, select the person account graph that you created from the Fundraising templates during Fundraising configuration.
            4. Click Add Filter.
            5. Define the filter.
              1. From Filter Type, select Record Field.
              2. From Field, select Is Person Account.
              3. From Operator, select Equal.
              4. For the Person Account graph, from Value, select True. For the Business Account graph, select False.
            6. Similarly, create an ARC Relationship Graph using the business account graph you created from the Fundraising templates and setting the Is Person Account field to False.
            7. Save your changes and activate the page.
            8. Assign it as the App Default for the Philanthropy and Partnerships app.

            Use the Donor Profile

            Efficiently and thoroughly evaluate donors' suitability for major gifts requests.

            USER PERMISSIONS NEEDED  
            To use Interest Tags with Fundraising:

            • Fundraising_Admin permission set group, or

            • Fundraising_User permission set group

            The Donor Profile simplifies the process of identifying, qualifying, and managing information on prospective donors. When you're researching prospects, the Donor Profile shows you the information you need to gauge a person or partner's likelihood of making a major gift.

            Use the Donor Profile to:

            • Determine if a donor qualifies for a specific request and their willingness to give by evaluating a prospect's giving history.
            • Tailor discussions and outreach engagements to donors by familiarizing yourself with a donor's background.
            • Understand a donor's giving philosophy and habits by reviewing their giving history.
            • Track and celebrate a donor's milestones—such as birthdays, graduations, and anniversaries—Use them to personalize communications and build a stronger relationship with the donor.
            • Receive alerts on donor communications and activities that enable you to start relevant and timely interactions that further builds your relationship.
            • Create interaction summaries that record your communications and engagements with the donor.
            • Upload pertinent notes and files on the Notes and Files tab.
            • Quickly familiarize yourself with the donor's interests by viewing their Interest Tags.

            SEE ALSO:

             
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