Create a Donor Brief in Nonprofit

Enhance your donor engagement with automatically generated donor briefs, designed to streamline the creation of comprehensive donor profiles. Donor briefs support major gift officers by integrating with existing profiles and customizable templates, enabling generation of tailored briefs directly from donor records. Save time and improve efficiency in preparing for critical meetings by making sure you have all the necessary information at your fingertips.

Required Editions

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

User Permissions Needed
To create a donor brief:	FundraisingAccess permission set AND DocGen User permission set

Note To set up donor briefs on the donor profile, see Set Up Donor Briefs.

1. From the donor profile on the Philanthropy and Partnerships app, click Create Donor Brief.
2. Select the donor brief template.
3. Click Create.
4. On the donor profile, click the Notes and Files tab.
5. Under Notes & Attachments, download and share the donor brief file.