---
schema_version: "1"
id: c6b533001513551780d48be1aeb89b75e59ae17c1caa83744c2fbe4f6c9bce41
title: Format Donor Briefs by Applying Custom Templates in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_format_donor_briefs_by_using_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_format_donor_briefs_by_using_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93f7b0e9e9b9d2ef448840fe2eb3e2cd1725c30f7bf1d88a2c2fb86962371d35
description: Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.
products:
  - Nonprofit
release: "264"
---
# Format Donor Briefs by Applying Custom Templates in Nonprofit

Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.

### 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="d36695e36">REQUIRED EDITIONS</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d36695e36 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d36695e36 ">
            <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="d36695e82">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d36695e85">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d36695e82 ">To customize donor brief templates:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d36695e85 ">
            <p>Customize Application</p>
            <p>AND</p>
            <p>Modify All Data</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Fundraising_Admin permission set group</p>
          </td>

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

Download this template as .docx file and customize it for your org: [Donor Brief Template](https://docs.google.com/document/d/1dBN4hJlrK6QcnTUJTmo-KCXYzZk1Zn40bEtWfDU7Hm0/edit?usp=drive_link)

Customize the provided template with any of these fields that are available for use with the donor brief.

Person Account fields

![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 Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in [NPSP FAQ](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US).

- Name: 'DonorName'
- FirstName: 'FirstName'
- LastName: 'LastName'
- Salutation: 'Salutation'
- AnnualRevenue: 'AnnualRevenue'
- Description: 'Description'
- NumberOfEmployees: 'Employees'
- Fax: 'Fax'
- Phone: 'Phone'
- PersonHomePhone: 'HomePhone'
- Website: 'Website'
- PersonEmail: 'Email'
- PersonMailingCity: 'City'
- PersonMailingState: 'State'
- PersonMailingCountry: 'Country'

Account fields

- Name: 'DonorName'
- AnnualRevenue: 'AnnualRevenue'
- Description: 'Description'
- NumberOfEmployees: 'Employees'
- Fax: 'Fax'
- Phone: 'Phone'
- Website: 'Website'
- BillingStreet: 'BillingStreet'
- BillingCountry: 'BillingCountry'
- BillingState: 'BillingState’
- BillingPostalCode: 'BillingPostalCode'
- BillingCity: 'BillingCity'
- ShippingStreet: 'ShippingStreet'
- ShippingCountry: 'ShippingCountry'
- ShippingState: 'ShippingState'
- ShippingPostalCode: 'ShippingPostalCode'
- ShippingCity: 'ShippingCity'
- Type: 'Type'

Donor Gift Summary fields

- AverageGiftAmount: 'AverageGiftAmount'
- BestGiftYear: 'BestGiftYear'
- CurrentRecurringStartDate: 'CurrentRecurringStartDate'
- CurrentYearGiftCount: 'CurrentYearGiftCount'
- CompositeRfmScore: 'CompositeRfmScore'
- DaysSinceLastGift: 'DaysSinceLastGift'
- FirstGiftAmount: 'FirstGiftAmount'
- FirstGiftDate: 'FirstGiftDate'
- FirstRecurringStartDate: 'FirstRecurringStartDate'
- FirstSoftCreditAmount: 'FirstSoftCreditAmount'
- FirstSoftCreditDate: 'FirstSoftCreditDate'
- FrequencyScore: 'FrequencyScore'
- GiftCount: 'GiftCount'
- GiftsLastYearAmount: 'GiftsLastYearAmount'
- GiftsThisYearAmount: 'GiftsThisYearAmount'
- GiftsTwoYearsAgoAmount: 'GiftsTwoYearsAgoAmount'
- HighestGiftAmount: 'HighestGiftAmount'
- HighestSoftCreditAmount: 'HighestSoftCreditAmount'
- HighestSoftCreditDate: 'HighestSoftCreditDate'
- LastGiftAmount: 'LastGiftAmount'
- LastGiftDate: 'LastGiftDate'
- LastRecurringPaymentDate: 'LastRecurringPaymentDate'
- LastSoftCreditAmount: 'LastSoftCreditAmount'
- LastSoftCreditDate: 'LastSoftCreditDate'
- LastTwoYearGiftCount: 'LastTwoYearGiftCount'
- LastYearGiftCount: 'LastYearGiftCount'
- LowestGiftAmount: 'LowestGiftAmount'
- MonetaryScore: 'MonetaryScore'
- RecencyScore: 'RecencyScore'
- SecondGiftDate: 'SecondGiftDate'
- SoftCreditCount: 'SoftCreditCount'
- TotalGiftsAmount: 'TotalGiftsAmount'
- TotalHardSoftCredits: 'TotalHardSoftCredits'
- TotalHardSoftCreditsAmount: 'TotalHardSoftCreditsAmount'
- TotalPaidRcrInstallments: 'TotalPaidRcrInstallments'
- TotalPaidRcrInstlAmt: 'TotalPaidRcrInstlAmt'