---
schema_version: "1"
id: fe309681a86d314e7b8750e92608e24a28647ecbd3854c88b740e49780a21789
title: Set Up Donor Briefs in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_configure_donor_briefs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_configure_donor_briefs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f62e15e51c56b54ead28009b3787a44b9878a613e6cb367be6fa9fbe728286c8
description: Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access.
products:
  - Education Cloud
release: "264"
---
# Set Up Donor Briefs in Education

Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access.

### Required Editions

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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d114805e39">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d114805e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d114805e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
              and <strong>Developer</strong> Editions with Education Cloud</p>
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        </tr>
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    </table>

- **[Configure Donor Brief Generation in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_donor_briefs.htm&release=264.0.0&type=5)**  
    Enable document generation settings and create a public group to provide template access for donor brief generation.
- **[Format Donor Briefs by Applying Custom Templates in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_format_donor_briefs_by_using_templates.htm&release=264.0.0&type=5)**  
    Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.
- **[Add Donor Briefs in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_donor_briefs_templates.htm&release=264.0.0&type=5)**  
    To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
- **[Add the Create Donor Brief Button to Page Layouts in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_add_create_donor_brief_button_to_page_layouts.htm&release=264.0.0&type=5)**  
    To quickly generate donor briefs, you can add the Create Donor Brief button to page layouts as either a Platform Action or as an Action Launcher button.