---
schema_version: "1"
id: 3b98dbcd5371940921c07ecb03572cebe5628765901b5904aa62d03e5ce7d7c6
title: Set Up Donor Briefs in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_configure_donor_briefs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_configure_donor_briefs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5d2b1af07bbbfb720f1edeb38b79c7c34127dd37ab28c3061daf9e7299a92af
description: 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.
products:
  - Nonprofit
release: "264"
---
# Set Up Donor Briefs in Nonprofit

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.

### Required Editions

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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13194e39">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d13194e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d13194e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit Cloud
            </p>
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- **[Configure Donor Brief Generation in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_donor_briefs.htm&release=264.0.0&type=5)**  
    Enable document generation settings and create a public group to provide template access for donor brief generation.
- **[Format Donor Briefs by Applying Custom Templates in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_format_donor_briefs_by_using_templates.htm&release=264.0.0&type=5)**  
    Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.
- **[Add Donor Briefs in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_donor_briefs_templates.htm&release=264.0.0&type=5)**  
    To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
- **[Add the Create Donor Brief Button to Page Layouts in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_add_create_donor_brief_button_to_page_layouts.htm&release=264.0.0&type=5)**  
    To quickly generate donor briefs, you can add the Create Donor Brief button to page layouts as either a Platform Action or as an Action Launcher button.