---
schema_version: "1"
id: 69b2755aedbaf750f1fdf6e4089067349fb6f5893e62d952f9b42b1dd970c260
title: Set Up Fundraising 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_set_up_fundraising.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_fundraising.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a2d26dd691116c5a4a4ba2bedb33a8f6e309d853e66b8c3798a8277ea3b94c0c
description: Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
products:
  - Education Cloud
release: "264"
---
# Set Up Fundraising in Education

Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.

### Required Editions

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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24768e36">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d24768e36 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d24768e36 ">
            <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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- **[Fundraising Prerequisites in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_prerequisites.htm&release=264.0.0&type=5)**  
    To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.
- **[Configure Fundraising Rollup and Summary Calculations in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_configure_fundraising_rollup_and_summary_calculations.htm&release=264.0.0&type=5)**  
    Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.
- **[Keep Your Accounting System Accurate in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_keep_your_accounting_system_accurate.htm&release=264.0.0&type=5)**  
    Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting. Using Accounting Subledger (included with Fundraising) helps you track your Fundraising accounting in your accounting system.
- **[Access Data from Different Sources and Segment Campaign Audiences in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_access_data_different_sources_segment_campaign_audiences.htm&release=264.0.0&type=5)**  
    Donor and partner data can come from all kinds of sources and can be stored in multiple places. To access data from different sources in your Salesforce org, map objects from Fundraising to Data Cloud by using a data kit.
- **[Process Fundraising Records Automatically with Batch Management in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_process_records_automatically_with_flows.htm&release=264.0.0&type=5)**  
    Set up Batch Management to streamline your fundraising operations. Batch Management lets you automate record processing in scheduled flows, so you can manage a high volume of standard and custom object records efficiently. Create batch jobs and set filter criteria to select records for processing. Track the progress and status of batch jobs and their components after execution.
- **[Schedule a Gift Commitment Batch Processing Job in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_schedule_gift_commitment_processing_batch_jobs.htm&release=264.0.0&type=5)**  
    Enter large volumes of gift commitments at one time to improve efficiency and data accuracy. Run batch jobs with a flow to update commitment records based on transactions, schedules, and other parameters.
- **[Set Up Donor Briefs in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_configure_donor_briefs.htm&release=264.0.0&type=5)**  
    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.
- **[Set Up Gift Acknowledgments and Tax Receipts in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_gift_acknowledgments_and_tax_receipts.htm&release=264.0.0&type=5)**  
    Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches.
- **[Customize Fundraising Page Layouts in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_customize_fundraising_page_layouts.htm&release=264.0.0&type=5)**  
    Tailor the Fundraising pages to meet your needs. For example, include a non-monetary assets section on the Gift Commitment page or add a field to indicate if a commitment is verbal or written.