---
schema_version: "1"
id: cec66e43d125a8ab90efe76ffce857fe98ab85b94d8b3b323a58b0511d619d89
title: Fundraising Prerequisites 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_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7712eef7c585d6735b04b751fc805e0e99cbeb1758b0c235d89833724132df48
description: To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.
products:
  - Education Cloud
release: "264"
---
# Fundraising Prerequisites in Education

To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d145036e39">REQUIRED EDITIONS</th>
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      </thead>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d145036e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d145036e39 ">
            <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>
          </td>

        </tr>
      </tbody>
    </table>

- **[Assign Fundraising Permission Sets in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_assign_fundraising_permission_sets.htm&release=264.0.0&type=5)**  
    Provide users with the access that they need to use Fundraising features.
- **[Enable Person Accounts for Fundraising in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_enable_person_accounts_for_fundraising.htm&release=264.0.0&type=5)**  
    Set up person accounts to manage Fundraising users.
- **[Enable Features that Enhance Fundraising in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_enable_features_that_enhance_fundraising.htm&release=264.0.0&type=5)**  
    Set up the components and tools that give you deeper insight into your Fundraising data and provide robust automation around Fundraising processes.
- **[Enable Fundraising in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_enable_fundraising.htm&release=264.0.0&type=5)**  
    To use Fundraising in your org, turn on Fundraising.
- **[Automatically Generate and Maintain Household Names and Greetings in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_automatic_household_naming.htm&release=264.0.0&type=5)**  
    Keep household account names and greetings accurate and professional as family dynamics change. Define formula-based patterns, and automatically recalculate household names whenever you add, remove, or update members. Household Naming listens for changes to household membership and member details, then recalculates names in real time.