To do that you would need to change the Organization Wide Default sharing settings to Private for Opportunities.Then you can create a sharing rule that shares all donations which are not marked Anonymous will all users. Then create another sharing rule that shares anonymous donations with the select group of users you wish to have access.
What can Salesforce do for your donations?
For example, Salesforce can track how your donors engage with those thank-you emails, determining how effectively you might use them to promote surveys, matching gift requests, and more post-donation actions.
What data should I include in my donor profiles in Salesforce?
There are a few key data points that should be accounted for within your donor profiles in Salesforce. Think of them as the essentials or cornerstones for your data strategy: Previous donations, including dates, amounts, and any other details
Should your nonprofit invest in Salesforce?
Investing in and developing a strong Salesforce instance can fuel serious growth because it allows nonprofits to start truly leveraging their data in ways that many have simply never been able to before. However, many nonprofits aren’t particularly tech-savvy, so the learning curve can be fairly steep for some.
How do I know which acknowledgments were successfully sent in Salesforce?
Clicking the button also displays the following page so that you know which acknowledgments were successfully sent, and which were not. Salesforce changes the Acknowledgment Status to Acknowledged for successful acknowledgments and also sets the Acknowledgment Date to the current date.
How do I record an anonymous donation?
For gifts you receive that don't have a donor name attached to the gift, you can create a constituent using "Anonymous" as the last name and use that constituent as the donor. Or you can make the constituent an organization, and use "Anonymous" as the organization name.
Can Salesforce track donations?
NPSP uses the Salesforce-standard Opportunity object to track all donations, grants, and revenue. Opportunity records are related to donors, which are tracked using the Contact and Account objects, including the household account record type included in NPSP.
Should you make donations anonymous?
While giving anonymously is less common than giving publicly, the rationale for it can be equally compelling. You believe it's better for the cause. Giving still makes you feel good, but you believe the results you seek would be best achieved if the attention is focused on the cause—not the donor.
How do I track a gift in Salesforce?
The most straightforward way to track in-kind gifts is using the opportunity object in Salesforce, just as you would track any other donation. You'll need a way to distinguish the value of the gift from cash donations. To do this, you can either create a new Type or a new Record Type to be used for in-kind gifts.
How do I manage donations in Salesforce?
How to Get Donations Into SalesforceEnter Single Donations or a Collection of Donations. Use the NPSP Gift Entry tool to enter one-off single donations, or a collection of donations in a batch. ... Enter Pledges. ... Enter Recurring Donations. ... Enter Other Kinds of Gifts. ... Collect Donations Online. ... Import Your Data.
How do I upload donations to Salesforce?
Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
What is anonymous donation?
"anonymous donation" means any voluntary contribution referred to in section 2(24)(iia) of the income tax act, where a person receiving such contribution does not maintain a record of the identity indicating the name and address of the person making such contribution and such other particulars as may be prescribed.
Who are anonymous donors?
In general, anonymous donors don't want to draw attention to themselves, while public donors want to be thanked and are happy to use their name and stature to encourage others to provide support. Though being able to donate anonymously is appealing to DAF donors, fewer than 5% of DAF grants are anonymous.
How many donations are anonymous?
It should be kept in mind, however, that 21% of all donation transactions in our data were made anonymously, and the distribution of genders in these anonymous donors is unknown.
How does Salesforce track matching gifts?
0:023:30Nonprofit Salesforce How-To-Series: NPSP Matching Gifts - YouTubeYouTubeStart of suggested clipEnd of suggested clipOrganization on program at home centers record we'll check the matching gift company check boxMoreOrganization on program at home centers record we'll check the matching gift company check box select edit select the matching gift company checkbox. Select save there now it's easy to identify.
What do Opportunities track in Npsp?
Opportunities can be credited to a campaign to determine your return on investment. The NPSP data model comprises of objects custom to NPSP. It includes affiliations, relationships, engagement plan templates, recurring donations, payments, and a couple of more. In NPSP, Accounts are used to represent households.
What is gift entry?
Pricing and edition information: Pricing: First 10 subscriptions free as part of the Power of Us Program. Gift Entry is a robust set of tools for creating consistent form templates that you can use to enter gifts into NPSP, either individually or in batches. You can also set defaults at the template or batch level.
Donation Level Anonymity
Some donors just wish to have the occasional gift be anonymous for recognition purposes. In this instance, I recommend creating a custom checkbox field on the Opportunity object and checking that box for those gifts the donor has requested be anonymous.
Donor Level Anonymity
If the donor wishes to always be anonymous there are several ways you can structure that in Salesforce depending on the level of anonymity that is needed.
Invisible Donors
In the circumstance that the anonymous donor should not be visible to all users, things get a little more complicated. With profiles and field level security, you could prevent most users from being able to see a certain field.
Donors Anonymous to Your Organization
Then there are situations where no one in your organization actually knows who the donor is. It could be a gift that came through on a third party donation website or cash that was dropped off, etc.
Your Salesforce Org: A Gift Processing Machine
Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records.
Process Single Payments
If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP.
Batch One-Time Transactions
If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry.
Manage Recurring Donations
Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce.
Quiz
1 Which Nonprofit Success Pack tool can you use to enter one-time credit card and Automated Clearing House (ACH) gifts directly into Salesforce and process payments with Elevate?
What is Salesforce donation app?
Salesforce Apps for Nonprofits. As mentioned above, donation apps are among the most important tools that a nonprofit needs to make the most of Salesforce. A donation app should accomplish a few important tasks: Accept and process online donations. Allow donation forms to be easily integrated with your website.
How to optimize a donation form?
Consider these best practices for optimizing your donation form: 1. Balance your required fields to be thorough but concise. Your donation form is a great place to collect additional information on your donors, but the last thing you should do is slow down the process too much.
Is automated reporting necessary?
Intuitive reporting. As mentioned above, automated reporting is essential. However, data reporting shouldn’t just be automatic, it should also be intuitive. For instance, if a previous donor makes a new gift online, the donation app should report that transaction to that donor’s profile in your database.
Can you report transaction data to Salesforce?
Directly report transaction data to your Salesforce database. If you’re new to Salesforce, never underestimate the value of automatic data reporting. This alone is the main reason why going with a Salesforce-integrated tool is almost always the best choice for organizations already on the platform.
Is Salesforce a CRM?
Salesforce is the world’s leading CRM platform for a few reasons, but chief among them is its flexibility. For nonprofits, whose projects, campaigns, and events rely on so many moving pieces, this level of flexibility can be a game-changer.
Why do organizations need donor data?
Strategically, donor data allows nonprofits to drill down into the performance of their marketing and fundraising campaigns.
Why invest in Salesforce?
Investing in and developing a strong Salesforce instance can fuel serious growth because it allows nonprofits to start truly leveraging their data in ways that many have simply never been able to before. However, many nonprofits aren’t particularly tech-savvy, so the learning curve can be fairly steep for some.
Is Salesforce good for nonprofits?
Thankfully, Salesforce has become an increasingly popular solution for nonprofits, ...
Email an Acknowledgment for a Single Opportunity Record
NPSP includes a feature that helps you email an acknowledgement or thank you for an opportunity right from the app.
Email Acknowledgments for Multiple Opportunity Records
NPSP also supports sending acknowledgement emails for multiple opportunity records at once. First, click on the Opportunities tab, and select the To Be Acknowledged list view. From the list, you can then select all opportunities using the checkbox on the header, or you can select specific opportunities. Last, click Email Acknowledgments.
Create Printed Acknowledgment Letters
Sometimes email just isn't a good replacement for a letter with a hand-written note. There are several different ways to create printed donation acknowledgment letters using Salesforce and NPSP, but they require a bit of extra time (and sometimes money), depending on your needs.
Follow-up Tasks and Activities
Sometimes you want to do more than just send a letter or email to thank a donor. Depending on your organizational best practices, you may want to create a task for another user at your organization (like your Executive Director) to call the donor and thank them personally or to do some other follow up task.
Quiz
1 How do you send an email acknowledgment for a single opportunity record?
Learning Objectives
- After completing this unit, you’ll be able to: 1. Use Nonprofit Success Pack (NPSP) Gift Entry to enter a single gift. 2. Batch one-time transactions in Gift Entry. 3. Manage recurring donations using Salesforce and Elevate.
Your Salesforce Org: A Gift Processing Machine
- Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records. But when your donor calls, sends a check through the mail, or provides their credit card number, you can enter and process their gif…
Process Single Payments
- If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP. Here’s how. 1. In Salesforce, click the App Launcher () and find and select Gift Entry. 2. Click New Single Gift. 3. Enter your donation details. 4. Select the appropriate Payment Method, either ACH or Cred...
Batch One-Time Transactions
- If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry. Here’s how: 1. Click the App Launcher () then find and select Gift Entry. 2. Click New Batch. 3. Select a template, and click Next. 4. Enter a Batch Name along with any other batch details, and click Next. 5. Set any field d…
Manage Recurring Donations
- Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce. You can also create a recurring credit card or ACH donation dire…
Resources
- Documentation: Manage One-Time Donations in NPSP
- Documentation:Manage Recurring Donations in NPSP
- Documentation:Manage Payments
- Documentation:Configure Receipt and Alert Settings