Donor Advised Funds

[allisonletts]

Allison to add more detail here later...

Lots of different models for Donor Advised Funds. Can we write a recipe that shows several of that model?

[jenncarneiro]

What package(s) are you trying to populate with fake data?

This project focuses on products developed and maintained by Salesforce and the Salesforce Open Source Commons.

• NPSP
• EDA
• Outbound Funds
• Program Management Module
• just vanilla Salesforce
• Membership Schema

What is the scenario you're trying to support with fake data?

I want to demonstrate varying types of Donor Advised Funds:

DAF Type #1 Opp with a single advising donor. Donor A sends $200 to a NP org of her choice from its donor advised account managed by a DAF.
DAF Type #2 Opp with a single advising donor Account. Donor Organization sends $25,000 to an NPO from it's DAF firm that manages its corporate giving.
DAF Type #3 Opps with multiple donations. DAF Organization collects donations on behalf of multiple donors and issues a single payment to the NPO.

Should this be a separate recipe for each type or a single recipe that creates varying types of data?

What do you think is involved in this recipe?

• Create Organization Accounts to represent DAF

• Create Organization Accounts to represent Donors

• Create Campaigns with parent hierarchy. Create at least one distinct Campaign per 'DAF Type'

• Create Contacts (donors) 25-50

• Create DAF Type Pull in recipes from other repo #1 Opportunities Linked to the DAF Organization Account (Closed Won)

• link to the relevant Campaign

• Create relevant Soft Credit Opportunity Contact Roles for each Opportunity linking 1 Contact per opportunity

• Create DAF Type Update README.md #2 Opportunites Linked to the DAF Org Account(s)

• link to the relevant Campaign

• Create Account Soft Credit for Organization Donors linking

• Create DAF Type update README.md and PMM doc #3 Opportunities Linked to the DAF Organization Account (Closed Won)

• link to the relevant Campaign

• Create relevant Soft Credit Opportunity Contact Roles for each Opportunity linking 5-10 Contacts each

Additional context