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Set Up Donor Profiles in Nonprofit
Customize the donor profile page in the Fundraising Philanthropy and Partnership app to contain the necessary financial, demographic, and relationship information for a donor or prospect.
| REQUIRED EDITIONS |
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| 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 | |
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| To set up donor profiles: | Fundraising_Admin permission set group OR |
- Show Account Relationships on the Donor Profile in Nonprofit
To show account relationships on the donor profile, add a graph. - Show Donor Information in a Summary Card in Nonprofit
A Summary Card lists a person or partner's photo, name, and key information. You can include custom fields. - Add the RFM Score to the Donor Profile in Nonprofit
To see the individual scores or aggregated RFM score, add it to the Related Records Detail Display on the Donor Profile.
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