---
schema_version: "1"
id: 35507a33c4f1050f59811d58d60ae70610a45d207662c2c5da0f9f0d44ac948c
title: Philanthropic Research in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_philanthropic_research.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 43223bdf4ccace146ef45cc68fdebcc90742584d1b90d0dd18da1a7f80d7be89
description: Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.
products:
  - Nonprofit
release: "264"
---
# Philanthropic Research in Nonprofit

Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.

### 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="d8542e39">REQUIRED EDITIONS</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d8542e39 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d8542e39 ">
            <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>

Philanthropic Research brings together data, automation, and collaboration tools to support your fundraising strategy. Use these features to research prospective donors, assess wealth capacity, and act on insights across your team.

- Manage philanthropic records—track party philanthropic indicator, assessment, occurrence, and milestone records for a holistic view of donor wealth and engagement.
- Work from a centralized app—the Philanthropic Research Lightning app centralizes cases, donor profiles, wealth signals, and constituent roles for efficient research management.
- Automate key workflows—automate record creation, planned gift updates, and donor classification using built-in flows and Data Processing Engine (DPE) definitions.
- Collaborate in Slack—integrate Salesforce with Slack to create research request channels, ensuring real-time alignment between researchers and relationship officers.

Relationship officers and prospect researchers can use Philanthropic Research subagents in Agentforce to optimize philanthropic engagement and research efforts.

- **[Prerequisites for Philanthropic Research in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_prerequisites_for_philanthropic_research.htm&release=264.0.0&type=5)**  
    To prepare your Salesforce org to use Philanthropic Research, complete these prerequisites.
- **[Philanthropic Research Records in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research_records.htm&release=264.0.0&type=5)**  
    Build philanthropic relationships by using Fundraising objects to identify, track, and act on data of a person or an organization.
- **[Philanthropic Research Lightning App in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research_app.htm&release=264.0.0&type=5)**  
    Manage your philanthropic research requests and insights in one place with the Philanthropic Research Lightning app.
- **[Philanthropic Research Automation in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research_automation.htm&release=264.0.0&type=5)**  
    Use flows and Data Processing Engine (DPE) definitions to create and manage philanthropic research records. To customize a flow, clone, make your changes, and then activate the cloned flow.
- **[Create a Research Request Case Slack Channel Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_research_request_slack_channel.htm&release=264.0.0&type=5)**  
    Modify the Prospect Research: Create Research Request Case flow. When your team creates a research request case, the updated flow creates a Slack channel so that relationship officers and researchers can collaborate on research requests directly in Slack.