Give your staff and donors powerful tools for managing gifts. Donors can handle common requests, like changing recurring gifts, by using the self-service Donor Support Agent (beta). Free up your staff by customizing the Gift Entry Grid with templates and custom Lightning Web Components for faster processing. You can now add up to 50 designations to a single gift and backdate transactions for gift commitments, all from within the Gift Entry Grid. New object updates also help you track in-kind donations and add multiple designations. Streamline workflows, improve data accuracy, and provide Relationship Officers with clear, gift-specific views, with dynamic Flexcards for gift planning.
- Improve the Donor Experience with a Self-Service Donor Support Agent (Beta)
Give your donors the power to instantly manage their own recurring gifts by using an Experience Cloud site. The Donor Support Agent (beta) helps donors to handle common requests like changing a recurring gift’s amount and frequency. Free up your staff’s time to focus on building relationships while providing donors with the fast, modern experience that they expect. - Tailor the Gift Entry Experience
Customize the Gift Entry Grid to match your unique fundraising processes. Admins can create and manage multiple templates, select an active gift entry template on Gift Batch, add or remove columns, and integrate custom Lightning components for tasks like payment processing. Build a targeted and efficient experience that helps your users capture the right gift data quickly and accurately. - Streamline Gift Entry with Flexible Tools
Improve your gift processing efficiency with key updates to Fundraising objects. Gift entry now supports $0 gift transactions, so that you can track non-monetary gifts and in-kind donations. You can also add up to 50 designations to a single gift and backdate transactions for gift commitments, all from within the Gift Entry Grid. - Use Tailored Gift Visualizations for Each Planned Gift Type
Access eight dynamic visualizations that automatically adapt to the structure of each planned gift type using Flexcards in the Gift Planning app. These Flexcards present the most important details at a glance, helping relationship officers quickly assess value, timelines, and stewardship needs. Select a gift type to get a layout that shows only the fields that matter, streamlining review and data entry. - Strengthen Prospect Strategy by Creating Slack Research Channels and Canvases with Agentforce
Integrate research workflows directly with Slack to accelerate decision making and improve collaboration across advancement teams. Give researchers and relationship officers a shared space to evaluate high-impact prospects. Researchers can build channels, publish canvases, and produce insights without leaving Slack. Relationship officers can join prospect-specific channels and review curated canvases. - New and Changed Objects for Fundraising
Do more with the new and updated Fundraising objects.