---
schema_version: "1"
id: dc3fa7d74709c6e6b83bd3b17015511c04aa2124450fb8833e2023eea605155b
title: Create a Donor Brief in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_create_donor_brief.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_donor_brief.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f6abee1439aa6775c11bcce7e9eb5b77dee6bad3aabf1c3e340b0d5de0108057
description: 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.
products:
  - Nonprofit
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:100%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33626e40">REQUIRED EDITIONS</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d33626e40 ">Available in: Lightning Experience</td>

          </tr>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d33626e40 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit Cloud
              </p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33626e85">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d33626e88">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33626e85 ">To create a donor brief:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d33626e88 ">
              <p dir="ltr">FundraisingAccess permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">DocGen User permission set</p>
            </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png)

Note To set up donor briefs on the donor profile, see [Set Up Donor Briefs](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_configure_donor_briefs.htm&language=en_US).

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.