Donation management

- [Instructor] Salesforce with Nonprofit Success Pack…makes tracking donations easy.…Let's cover the following donation types.…We'll cover a general donation, recurring donations,…soft credits, grants, in-kind gifts, major gifts,…matching gifts, and memberships.…A donation is associated with a contact,…so let's click on the Contacts tab…and we'll select a contact.…Then we'll click New Donation from the right.…

Let's complete the details in the box that pops up.…An Opportunity Name fills automatically…for tracking purposes.…The Close Date is when we'd expect to receive the donation…and here's the Stage.…The current stage can be changed.…Now, Posted means we've received the money…and there are other stages here as well.…Then we can go ahead and fill in the amount.…Optionally, we can add a campaign name to the donation…for tracking purposes.…

Then let's click Save.…After saving, Salesforce adds a payment record…that displays in the Household Donation list section.…Let me show it to you.…Let's scroll back up…and let's click on the Related tab.…