Set Up Donor Profiles in Education

Customize the donor profile page in the Fundraising Philanthropy and Partnership app to contain the necessary financial, demographic, and relationship information for a donor or prospect.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To set up donor profiles:	Modified Education Cloud Full Access permission set

Show Account Relationships on the Donor Profile in Education
To show account relationships on the donor profile, add a graph.
Show Donor Information in a Summary Card in Education
A Summary Card lists a person or partner's photo, name, and key information. You can include custom fields.
Add the RFM Score to the Donor Profile in Education
To see the individual scores or aggregated RFM score, add it to the Related Records Detail Display on the Donor Profile.