「donor-stewardship」の検索結果

Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.

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