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Donor Support Profiles in Education

The Donor Support Profile helps you provide fast and personal support to donors.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To customize the Donor Support Profile:

Modified Education Cloud Full Access permission set

The Donor Support Profile is an Account page in the Fundraising Operations app that's customized to contain pertinent information about gift commitments, one-time gifts, commitment installments, alerts, and event timeline on a donor or a prospect. This comprehensive view helps support staff to understand and help their donors. You can customize both Person Accounts (for individual donors) and Business Accounts (for households and partners). Customize the profile to meet the unique needs of your org and the preferences of your support staff. Use the Donor Support Profile as a one-stop-shop for helping constituents with their account, donations, and commitments.

Note
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 Support Profile

Customize the Donor Support Profile to meet the unique needs of your org and support staff.

You can configure the donor profile any way you want. However, we recommend this configuration.

  1. On the Fundraising Operations app, edit the account page with the Lightning App Builder.
  2. Change the page layout template to Three Regions.
  3. Replace the Highlights Panel with the Summary Card at the top left of the page.
  4. Customize the Summary Card with the fields that are most helpful to your org's support staff.
  5. Add a Timeline component below the Summary Card.
  6. Customize the Timeline or use the included Fundraising Timeline configuration.
  7. At the top of the center pane, add the Action Launcher.
  8. Select an Action Launcher Deployment that contains the quick actions that are most useful to the support staff. Pause Installment, Upgrade/Downgrade, and Cancel Installment are recommended actions to be included.
    Note
    Note Ask your administrator to create the Action Launcher Deployment that you need if it doesn’t already exist.
  9. On the Page Tabs component, add and configure the tabs for Overview, Gift Commitments, One-time Gifts, Cases, Donor Household, and Donor Details.
  10. At the top right of the page, add a Flexcard component and configure it to show recent record alerts.
  11. Below the Recent Items pane, add the Related Records Detail Display component and configure it to show the upcoming and overdue gift commitment installments.

How to Use the Donor Support Profile

Quickly address constituent requests with an easy-to-navigate page.

Constituent support officers can use the Donor Support Profile to perform service processes for donors, prospective donors, volunteers, or other constituents in an efficient and accurate manner. Support processes that are accessible from the Donor Support Profile include:

  • Receive and respond to requests from existing or prospective donors.
  • Search for information to answer queries of existing or prospective donors.
  • Use the Recent Items Flexcard component to see and address the alerts for action needed for the constituent.
  • Use the timeline to see or create new cases, gift commitments, gift transactions, opportunities, and email messages.
  • Use the page tabs to:
    • Search for the donor record to match incoming interactions.
    • Update contact information of constituents.
    • Update constituent communication preferences.
    • Verify payment instrument details for gift transactions.
  • Use the Action Launcher buttons to perform requested support actions, such as:
    • Update constituent payment methods and payment information.
    • Update the amounts or dates of a gift commitment schedule.
    • Pause and resume a gift commitment schedule.
    • Cancel one or more gift commitment installments.
    • Close a gift commitment.