Fundraising

Hi Experts, 

 In NPC Fundraising, I need a “Total Gift This FY” rollup. However, the OOTB DPE Rollup calculates the summary based on the calendar year instead of the fiscal year.  

Has anyone implemented an FY-based rollup using the standard DPE Rollup? Any guidance would be very helpful.  

 I believe the soft credit concept is to be able to include someone who helped with a donation but isn't the person who actually made the donation?   

Also, we have scenarios where a donor makes a gift to my nonprofit. It is matched by their employer but the donation comes through a third party service such as Benevity. I'm trying to figure out the best way to reflect that...should Benevity be included in SF to reflect them as the payee? And then somehow connect the company that the donor works for who actually made the match? I'm having some trouble figuring out how to reflect all of this in the Donation record.   

We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?  

We are on NPSP with no immediate plans to move to NPC.

Hi Experts, 

• We have a requirement to show the remaining balance amount on a Gift Commitment when the Schedule Type is set as Recurring.
• The remaining balance should be calculated using:

      Total Gift Transaction Amount - Total Paid Gift Transaction Amount 

• The issue is that for recurring Gift Commitments, we cannot access all upcoming Gift Transaction records because they are only displayed in the Lightning component.

 Could anyone please confirm whether it is possible to retrieve or calculate the remaining balance amount in this scenario?   

How to delete NPSP Data Import records before the final Import?

Ran NPSP Data Import and found some blank data was imported. The next day, deleted the records and checked from "All" that the records were deleted. Ran NPSP Data Import ensure the correct number of records were import. When trying to take the next step of Data Import, no records were found. 

Ran NPSP Data Import records and all the records were found but not available for Importing.

Can all the 2 days of records be completely deleted and start a new import?

@Fundraising

@Nonprofit Success Pack

@Salesforce.org System Administrators

Interesting shift in how associations are approaching fundraising in Salesforce https://bit.ly/45j2Ozh.

Been reading about how association fundraising is changing now that donor expectations look a lot more like consumer expectations: personalized, timely, tied to actual impact instead of generic asks. The part that stood out most: AI can help a ton with things like flagging likely donors or catching lapsed ones early, but only if the underlying data is actually clean and connected. Garbage in, garbage out still applies. 

Also liked the point about donation flows living inside the member experience instead of on a separate donation page. Every extra step (re-entering info, leaving the portal) seems to quietly kill conversions.

Sharing in case it's useful for anyone doing membership or nonprofit work on Salesforce: https://bit.ly/45j2Ozh

Hi colleagues,   I am building a Mail Merge solution that creates a "Donor Profile" one page PDF.  So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household).  I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!

#Nonprofit

A member who is actively involved with UNICEF ??