Prerequisites for Recording Gifts in Nonprofit

Before recording each gift type, Salesforce admins and Fundraising users have specific tasks to complete.

Required Editions

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

Salesforce Admin Prerequisites

Review the required Salesforce admin tasks for each gift type.

Gift Type	Admin Tasks
Single Payment Gift (Untracked Solicitation)	Set up Gift Entry. Create naming conventions for campaigns and gift transactions. Create Payment Method picklist values. Set up outreach source codes.
Multiple Payment Gift	Set up Gift Default Designations. For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.
Recurring Gift	Set up Gift Default Designations. For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings.
Matching Gift	Set up Gift Default Designations. Optionally, create a custom field at the Business Account level to capture matching policies for the matching gift donor.
Inbound Grant	Set up Gift Default Designations. For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings. Set up grant solicitation processes on the Opportunity object (record type, stage values, Sales Process). Create custom fields on the Opportunity object for grant-specific information. Set up a grant-specific page layout for the Opportunity object. Create and assign a permission set for anyone who needs access to grant-related functionality.
In-Kind Gift	Set up Gift Default Designations. For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings. Review and modify Gift Vehicle picklist values on the Gift Commitment object as needed. Optionally, add a custom field for tracking description and quantity. Also add this custom field to the Gift Entry Flow, if necessary.
Gift from Donor-Advised Fund	Set up Gift Default Designations. For gift commitments to be available when creating a gift entry, set the Installment Extension Day Count, Lapsed Unpaid Transaction Count, and Failing Transaction Count in General Fundraising Settings. Confirm that Gift Soft Credits are available on the Gift Entry template and Gift Transaction related list. Optionally, add Pledge record type to the Gift Commitment object.

Fundraising User Prerequisites

Review the required Fundraising user tasks for each gift type.

Gift Type	Fundraising User Tasks
Single Payment Gift (Untracked Solicitation) Multiple Payment Gift Recurring Gift Matching Gift Inbound Grants In-Kind Gift	Create a Person Account for the donor. Create an outreach source code for a campaign. Create a gift designation.
Gift from Donor-Advised Fund	Create a Person Account for the donor. Create an outreach source code for a campaign. Create a gift designation. Make Sure that a Business Account exists for the donor-advised fund provider. For example, Fidelity Charitable Gift Fund.

Gift Type

Fundraising User Tasks

Single Payment Gift (Untracked Solicitation)

Multiple Payment Gift

Recurring Gift

Matching Gift

Inbound Grants

In-Kind Gift

Create a Person Account for the donor.
Create an outreach source code for a campaign.
Create a gift designation.

Gift from Donor-Advised Fund

Create a Person Account for the donor.
Create an outreach source code for a campaign.
Create a gift designation.
Make Sure that a Business Account exists for the donor-advised fund provider.
For example, Fidelity Charitable Gift Fund.