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            Prerequisites for Gift Planning in Nonprofit

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            Prerequisites for Gift Planning in Nonprofit

            Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To update Fundraising settings and page layouts and to assign permission sets to users:

            FundraisingAccess permission set
            To configure flows: Manage Flow
            To add Flexcards: Omnistudio Admin

            Set Up the Gift Planning App

            1. In Setup, find and select Fundraising Settings.
            2. Turn on Gift Planning.
            3. Turn on Gift Agreements.
            4. Add fields and related lists to page layouts.
              1. On the Gift Transaction object, add the Donor Gift Concept, Party Philanthropic Research Profile, and Gift Agreement fields, and add the Gift Stewardship related list.
              2. On the Gift Commitment object, add the Party Philanthropic Research Profile, Planned Gift, Donor Gift Concept, and Gift Agreement fields, and add the Gift Stewardship related list.
              3. On the Gift Soft Credit object, add the Party Philanthropic Research Profile field.
              4. On the Planned Gift object, add the Gift Stewardship related list.
              5. On the Gift Value Forecast object, add the Gift Actuarial Entry field.
            5. Make the necessary objects and fields available to users.
              1. From Setup, find and select Permission Sets.
              2. Select the cloned version of the FundraisingAccess permission set that you assigned to Fundraising users.
              3. Click Object Settings, and then click Gift Stewardships.
              4. In Tab Settings, select Visible.
              5. Select the object permissions that you want to assign.
              6. In Field Permissions, select the access that you want to assign.
              7. Save your changes.
              8. Similarly, configure the settings for the Gift Stewardship Activities, Gift Actuarial Entries, and Donor Gift Concept Opportunities objects. Also assign at least Read access to all fields on the Planned Gift object.
            6. To make sure that users can add and view Flexcards on the Planned Gift record pages, assign Omnistudio permission sets.
              • To add Flexcards, users need the Omnistudio Admin permission set.
              • To view Flexcards, users need the Omnistudio User permission set.

            Set Up Calculation and Visualization for Planned Gifts

            To set up calculation and visualization for planned gift records, you work in the Gift Planning app, the Planned Gift Lightning page, and Flow Builder. You also populate planned gift data in bulk. These tasks make sure that all of the gift types have the correct data and that flows calculate the correct values.

            1. Confirm that the Planned Gift Insights Flexcard is on the Planned Gift Lightning page.
              The Planned Gift Insights Flexcard dynamically renders child Flexcards for specific gift types. If the parent Flexcard isn't on the record page, add it. See Add a Flexcard to a Lightning Page.
            2. Create your own active version of the Update Planned Gift When Expectancy Changes flow.
              This flow calculates present, deferred, and future values and updates planned gift records when the Expectancy field changes.
            3. To make sure that automations calculate present, deferred, and future gift values correctly, populate these fields on your planned gift records in bulk.

              Use Data Loader, an Apex script, or another method of your choice.

              • Principal Amount
              • Net Return Rate
              • Payout Rate
              • Term
              • Discount Rate
              • Deferral Period
              • Expectancy
              • Face Value
              • Principal Percentage
              • Expected Estate Value
            4. To make sure that automations calculate annuity rates correctly, create a planned gift annuity rate record and populate the Rate field for these gift types: Immediate Gift Annuity and Deferred Gift Annuity.
            5. To make sure that planned gift records of different types show the correct data, populate type-specific fields in bulk.
              Use Data Loader, an Apex script, or another method of your choice. To learn which fields need data insertion for specific gift types, see Visualizations for Planned Gift Types.
             
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