Create and Edit Donations

Learning Objectives

After completing this unit, you’ll be able to:

Describe how Nonprofit Success Pack (NPSP) uses opportunity records to track donations.
Create a donation from an individual.
Create a donation from an organization.
Explain how donation rollups are used.

Salesforce for Nonprofits includes both integrated platform solutions and managed packages. This badge covers Nonprofit Success Pack, a managed package. To learn about other Salesforce for Nonprofits solutions, see Salesforce for Nonprofits Basics.

Before You Start

Before you start this module, consider completing the following recommended content.

Stakeholder Data Management with Nonprofit Success Pack (NPSP)

Follow the Money

No matter your nonprofit’s mission, it probably relies on revenue from gifts, grants, and other donated revenue to advance your cause.

In this module, we’ll explore how to track and manage different types of donations and payments using Salesforce and Nonprofit Success Pack (NPSP). NPSP provides you with a standard data model to better record details about your donors and program clients, and adds fundraising capabilities to help you track donations and giving history in one system.

To start, we’ll explore how to track simple donations from individuals and organizations.

Let’s go!

Understand Opportunities and Opportunity Record Types

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.

We often use the term opportunity interchangeably with donation or grant, because all donations (and other revenue) are tracked using opportunity records. Not all opportunities are the same, though. NPSP, by default, includes several opportunity record types to track different information and processes on many types of opportunities.

Those record types are:

Donations
Grants
In-Kind Gifts
Major Gifts
Matching Donations
Memberships

When you create a new opportunity and choose an opportunity record type, you start a specific process—with different page layouts and fields—defined by the record type. Your admin can customize the record type list by adding or removing record types depending on your needs.

Opportunity records work alongside other objects and features—like payments, recurring donations, general accounting units, and allocations—that we’ll review later in the module. For now, let’s start simple with a gift from an individual donor.

Enter and Modify Donations from Individuals

In this module, we’ll follow along with the development staff at the (fictional) nonprofit No More Homelessness (NMH). This human-services nonprofit uses NPSP and other Salesforce for Nonprofits products and features to manage its entire mission.

NMH Development Associate Sofia Rivera is ready to enter the donations collected last night at a board member's fundraising house party. She already created contact records for all the new donors, and now she’s ready to enter gifts.

Sofia shows her computer screen to a colleague at the NMH offices.

There are three ways to manually enter a donation in NPSP:

Click the New Donation quick action on a contact record.
Go to the Opportunity tab in the Nonprofit Success Pack app and click the New button.
Use the Gift Entry tool, which we won’t cover in detail in this module. (Read the note below.)

For a simple donation from an individual, we recommend entering the gift from the contact record. Let's follow along with Sofia as she enters a one-time donation from donor Candace Evans.

Enter the donor’s name—in this example, Candace Evans—in the Global Search box and click on their contact record.
Click New Donation.
Fill in details about the gift in the New Donation interface.

Opportunity Name (required): NPSP gives your admin the tools they need to automatically fill this field with a standard name—maybe something like Candace Evans Donation and the date. If this field is blank, you have to enter an opportunity name.
Stage (required): Each opportunity record type has its own set of stages that reflect that gift type’s processes. Because we have the check in hand, we’ll select Posted. (Your Salesforce instance may instead use a Closed Won status.)
Close Date (required): If the donation is still open—before a donor decides or the grant is awarded or denied—this represents the day you expect to receive the money. If it is closed—either won, meaning the contact donated, or lost, meaning they decided not to give—then the Close Date indicates when you received the money or commitment. This gift was made last night, so we’ll pick yesterday’s date.
Amount (optional): $100
Primary Campaign Source: We won't dig into campaign records here, but they can be an effective way to group opportunities, like all the gifts made in response to an annual fund email or a capital campaign. Find and select Annual Fund if you’d like to attach that primary campaign source.

Click Save.

Let’s take a moment to admire the new opportunity record. To find it, you can click the message that appears to tell you that the opportunity was created. Or, you can click the Related tab on the contact record, find the Opportunities related list, and select the new opportunity’s name.

The new opportunity record for Candace Evans’s donation

The opportunity record includes more fields than were included in the New Donation interface. That's because the New Donation button is what we call a quick action. It includes only the basic fields required to create an opportunity record. If you want to choose a different opportunity record type, or want the option to initially enter more data about an opportunity, your starting point is to click the New button on either a contact’s Opportunities related list or the Opportunities tab.

If you want to edit or change the opportunity record, click either the Edit quick action or the edit icon () next to any field.

One more thing to note: Creating this opportunity also automatically created a payment record. You can find that in the Payments related list on the Related tab. We’ll cover payments in the next unit.

Enter Donations from a Company or Other Organization

As Sofia works through donations from individuals who attended the house party, she comes across a check from a local business called Cloud Kicks. Remember, the Opportunity object is used to also manage donations from organizations tracked using the Account object, like private foundations, corporate donors, governments, and others.

Creating a donation from an account is almost identical to creating a donation from an individual. Let’s follow along as Sofia creates a donation from Cloud Kicks.

Find and select the donor’s account. We’ll find and select Cloud Kicks from Global Search in this example.
Click the Related tab if it isn’t already open on the page.
Click New on the Opportunities related list.
Select the Donation record type and click Next. If this was a grant opportunity or an in-kind gift of goods, you could choose one of those record types.
Fill in at least the required fields. Sofia enters these details.

Opportunity Name (required): If your admin set up NPSP to pre-populate that field, you don't have to enter anything here—but you must enter a value if the field is empty. Sofia enters Cloud Kicks Donation followed by the close date.
Account Name (required): By creating the opportunity record from the account record, this is already filled in.
Amount (optional): $1,000
Close Date (required): Remember, this is the date money was received or the date you expect to receive the payment. Sofia chooses yesterday’s date.
Stage (required): Sofia selects Posted because this gift has been received. (Your Salesforce instance may instead use a Closed Won status.)

Click Save.
Click the opportunity name in the Opportunities related list to review the donation record.

The Cloud Kicks opportunity record

Review Opportunity Rollup Fields

Sofia was able to quickly enter a single donation from both an individual and company, but the real power of NPSP is in getting a complete view of a donor.

That’s where opportunity rollup fields come in.

Rollup fields display information from related records, allowing information from one record to appear on another. That information can be either a single value or an aggregate of values from several records.

In NPSP, account and contact records include dozens of rollup fields that display aggregate information from related opportunities. These fields provide an overview of giving on a contact or household account record, making it easier to understand each donor's level of engagement.

NPSP’s rollup fields are, by default, grouped into sections on your page layouts, including Membership Information, Total Gifts, Soft Credits, Household Donations, and Donation Metrics.

For example, the Total Gifts field in the Donation Totals section on a contact record displays the total value of all closed opportunity records associated with that contact. The Total Number of Gifts field shows how many times that donor has given.

The Donation Totals section, including fields for Total Gifts, Total Number of Gifts, Total Gifts Last N Days, Number of Gifts Last N Days, Total Gifts This Year, and Number of Gifts This Year

Think of rollup fields as if they are read-only. You may find that you can edit the fields directly, but they are recalculated and overwritten nightly from the input fields.

Sofia has now entered two simple, one-time donations. What happens when Sofia needs to enter a pledge that hasn’t been paid yet?

NPSP supports that need, too, and you’ll learn how in the next unit.

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