Prerequisites for Recording Gifts in Nonprofit

• Set up Gift Entry.
• Create naming conventions for campaigns and gift transactions.
• Create Payment Method picklist values.
• Set up outreach source codes.

• Set up Gift Default Designations.
• For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.

• Set up Gift Default Designations.
• For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.

• Set up Gift Default Designations.
• Optionally, create a custom field at the Business Account level to capture matching policies for the matching gift donor.

• Set up Gift Default Designations.
• For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.
• Set up grant solicitation processes on the Opportunity object (record type, stage values, Sales Process).
• Create custom fields on the Opportunity object for grant-specific information.
• Set up a grant-specific page layout for the Opportunity object.
• Create and assign a permission set for anyone who needs access to grant-related functionality.

• Set up Gift Default Designations.
• For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.
• Review and modify Gift Vehicle picklist values on the Gift Commitment object as needed.
• Optionally, add a custom field for tracking description and quantity. Also add this custom field to the Gift Entry Flow, if necessary.

• Set up Gift Default Designations.
• For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.
• Confirm that Gift Soft Credits are available on the Gift Entry template and Gift Transaction related list.
• Optionally, add Pledge record type to the Gift Commitment object.

Single Payment Gift (Untracked Solicitation)

Multiple Payment Gift

Recurring Gift

Matching Gift

Inbound Grants

In-Kind Gift

• Create a Person Account for the donor.
• Create an outreach source code for a campaign.
• Create a gift designation.

• Create a Person Account for the donor.
• Create an outreach source code for a campaign.
• Create a gift designation.
• Make Sure that a Business Account exists for the donor-advised fund provider.

  For example, Fidelity Charitable Gift Fund.