Manage Portfolios and View Donor Profiles
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how to manage donor portfolios in the Philanthropy and Partnerships app.
- Describe the components and information on donor profiles.
Understand Actionable Lists
At HNMI, Fundraising automatically does some of the work of identifying potential high-value donors. Donor portfolios are built using actionable lists, which can automatically add new members based on custom criteria.
Actionable lists are part of the Actionable Segmentation feature in Salesforce. This feature gives your organization tools to segment and curate donor profiles based on information stored across Salesforce objects. For example, you can set up an actionable list of prospective donors who share a geographic area, a minimum total gift amount, and minimum level of wealth.
Actionable lists start with an actionable list definition, which your Salesforce admin sets up to compile records using your criteria and information across multiple objects. You can set up several actionable lists with different definitions depending on your needs.
For example, HNMI created an actionable list that includes donors who give a gift of a certain size and reach a certain gift total. Those donors are automatically moved to a donor portfolio for qualification.
Salesforce can also automatically assign a status or priority to each record added to an actionable list to help focus your fundraising efforts. Actionable lists can also automatically assign person accounts to fundraisers based on rules your organization defines. You can assign and reassign prospective donors manually, too.
With these tools, fundraising managers know their team is assigned the appropriate prospects. Even better, frontline fundraisers have a single place to look at their entire portfolio and see which donors to focus on.
Actionable list configuration is a team activity for Salesforce admins and fundraising leaders. Start with the included Portfolio template and make changes as needed.
Read Actionable Segmentation in Salesforce Help for details on how to edit a template.
Get Hands-On with Fundraising
In this module, you learn the steps to manage relationships with major donors in Fundraising. There aren’t any hands-on challenges in this module, but if you want to practice and try out the steps, register for a free trial org that includes sample data. A regular Trailhead Playground doesn’t have Fundraising or our sample data. Here’s how to get the free trial edition.
- Sign up for a free 30-day Nonprofit Cloud trial org, which includes Fundraising.
- Fill out the form.
- Click Submit. A confirmation message appears.
- When you receive the activation email, open it and click Verify Account. (The email can take a few minutes to arrive.)
- Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
Your trial org is ready.
Navigate the Donor Profile
Sujan at HNMI is assigned a new prospective donor, Candace Evans. She was automatically added to his portfolio based on HNMI’s rules. Sujan views Candace’s profile to learn about her.
The portfolio isn’t set up in your trial org, so you need to search for Candace.
- From the App Launcher (
), find and select Philanthropy and Partnerships.
- Use the global search to find Candace Evans and review her profile.
Donor profiles use a special page layout for the Person Account object. The profile gives a complete view of your donor and their relationship to your nonprofit. Plus, your Salesforce admin can customize the layout.
The interactivity describes the different parts of the profile page.
For a quick, at-a-glance view of a donor’s likelihood to give, you can also add a Recency, Frequency, and Monetary value (RFM) score to the page using the Related Record Detail Display component. The RFM score includes one aggregated value calculated from how recently, how often, and how much a donor gave to your nonprofit. See Scoring Frameworks Help Increase Fundraising Success in Salesforce Help for details.
And additional components—like Events and Milestones and Actionable Relationship Center (ARC)—give you a detailed view of a donor’s life and relationships. See Relationships, Events, and Timelines in Salesforce Help and Stakeholder Management in Nonprofit Cloud on Trailhead for details.
To get a high-level view of a donor’s relationship with your nonprofit, create a donor brief from a quick action on a donor’s profile. A donor brief is a PDF document that pulls in key information from a donor’s profile. Major gift fundraisers can use that document to get ready for meetings and donation requests. Work with your Salesforce admin to develop your templates for donor briefs.
Having reviewed Candace’s donor profile and her donor brief, Sujan has a good sense of her relationship with HNMI and her giving history.
And you now have a better understanding of the features of the Philanthropy and Partnerships app. It’s time to put those features to use. In the next unit, follow Sujan as he qualifies and cultivates a relationship with Candace.