The Donor Profile contains key information about your donors all in one place.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
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| To set up and use donor profiles: |
A Donor Profile is an account page in the Fundraising Philanthropy and Partnerships app that is customized to contain pertinent financial, demographic, and relationship information on a donor or prospect. This comprehensive view helps fundraisers understand their donors. The financial and demographic information is pulled from the Contact Profile object, and the relationship information is built using an Actionable Relationship Center graph. You can customize both person accounts (for individual donors) and business accounts (for households and partners).
Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are
not supported for use with NPSP. If Person Accounts are not already enabled in your org,
don't enable them. Once you turn on Person Accounts in your organization, you can't turn
the feature off. See NPSP and Person Accounts in NPSP FAQ.
- Design a Donor Profile
Customize the Donor Profile to meet your needs. - Use the Donor Profile
Efficiently and thoroughly evaluate donors' suitability for major gifts requests.