---
schema_version: "1"
id: 8366a8ccd4a5906318d80131d271777a19faf185397ff8e109562a2986e31602
title: Gift Commitment Processing in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_gift_commitment_processing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitment_processing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a4c5cba164274c8ac33b61e5d71a3fb344ebab86a008a990c7a83ddd153863e0
description: Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.
products:
  - Nonprofit
release: "264"
---
# Gift Commitment Processing in Nonprofit

Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11836e39">REQUIRED EDITIONS</th>
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      </thead>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit Cloud
            </p>
          </td>

        </tr>
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    </table>

When you create a gift commitment record, Fundraising automatically runs the relevant flow to trigger these actions based on the schedule that you defined for the flow.

- Identifies the next upcoming installment as per the current or next schedule and updates the Next Transaction Date and Next Transaction Amount fields
- For a recurring commitment, creates a gift transaction for the next upcoming installment in the schedule if the Create Recurring Schedule Transaction setting is selected.
- Updates the Current Schedule, Effective Period, and Effective Interval fields based on the current schedule

Updates the commitment status based on these conditions:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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        <col style="width:33.33333333333333%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11836e105">Condition</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11836e108">Commitment Type</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11836e111">Updated Commitment Status</th>
        </tr>
      </thead>
      <tbody>
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          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The type of the current schedule is Pause Transactions.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Paused</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">
            <p>The number of most recent past consecutive unpaid transactions on the commitment matches the value in the Lapsed Unpaid Transaction Count setting.</p>
            <p style="margin-bottom:0;">When Lapsed Unpaid Transaction Count setting is 0, the status doesn't update. </p>
          </td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Lapsed</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">
            <p>The number of most recent past or current consecutively failed transactions for a commitment matches the value in the Failing Transaction Count setting.</p>
            <p style="margin-bottom:0;">When Failing Transaction Count setting is 0, the status doesn’t update.</p>
          </td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Failing</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The commitment’s initial schedule begins while the current commitment status is Draft.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The type of the current schedule is Create Transactions.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The current commitment status is Lapsed, but the number of past consecutive unpaid transactions on the commitment does not match the value in the Lapsed Unpaid Transaction Count setting.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The current commitment status is Failing, but the number of past or current consecutively failed transactions for a commitment does not match the value in the Failing Transaction Count setting.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e105 ">The commitment has no ongoing or future schedules and no unpaid transactions, and the Auto Close Recurring Commitment setting is selected.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e108 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d11836e111 ">Closed</td>

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