Fundraising

 

CapabilityNPSPNonprofit Cloud
Record a Gift or One-Time DonationOpportunity, Payment (optional)Gift Transaction
Track an Incoming Grant, Planned Gift or Major Gift (cultivation/soliciting)Opportunity, Payment, Deliverable (for Incoming Grants)Opportunity, Gift Commitment, Gift Transaction
Record Recurring DonationsRecurring Donation, Opportunity, Payment, Recurring Donation Change Log (optional)Gift Commitment, Gift Commitment Schedule, Gift Transaction, Gift Commitment Change Attribution Log (optional)
Record a PaymentPaymentGift Transaction
Track Incoming Dollars to Funds/General Accounting UnitsGeneral Accounting Unit, GAU AllocationGift Designation, Gift Transaction Designation, Gift Default Designation
Track Hard and Soft CreditsOpportunity Contact Role, Partial Soft Credit, Account Soft CreditGift Soft Credit,
Donor Gift Summary (Rollups)
Record a Gift Tribute or In HonorOpportunity (Tribute Information Fields)Gift Tribute
Track a Refunded Donation or GiftPaymentGift Refund
Import Data for Multiple Objects at OnceNPSP Data Import, NPSP Data Import BatchOn Roadmap*
Gift EntryNPSP Data Import, NPSP Data Import BatchGift Entry, Gift Batch
Track/Steward DonorsEngagement Plans, Tasks, & TemplatesAction Plans, Items, & Templates