「nonprofit」の検索結果

Design guidance for program outcome measurement in Salesforce nonprofit orgs: logic model structure, indicator taxonomy, impact reporting design, and grant compliance reporting using NPSP Program Management Module (PMM) or Nonprofit Cloud (NPC) Outcome Management. NOT for configuring PMM programs, cohorts and service deliveries - use admin/npsp-program-management. NOT for setting up grant tracking, funding awards and disbursements - use admin/grant-management-setup.

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Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-architecture.

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Use when configuring grant tracking in a Salesforce nonprofit org: NPSP Outbound Funds Module (open-source outfunds managed package) or Nonprofit Cloud for Grantmaking (separate license). Trigger keywords: grant management, funding awards, disbursement tranches, grantmaking setup, OFM, FundingAward, FundingDisbursement, FundingAwardRequirement. NOT for recording donor gifts and receipts, use admin/gift-entry-and-processing. NOT for reporting program outcomes to a funder, use admin/program-outcome-tracking-design.

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Use when designing nonprofit fundraising lifecycle stages, donor pipeline workflows, cultivation-to-stewardship cycles, or Salesforce Opportunity sales process configuration for NPSP or Nonprofit Cloud. Trigger keywords: fundraising lifecycle, donor pipeline, cultivation stage, solicitation workflow, major gift process, moves management, NPSP Opportunity stages, stewardship cycle, NPC fundraising stages. NOT for lapsed donor re-engagement or portfolio segmentation — use admin/donor-lifecycle-requirements. NOT for Engagement Plan setup — use admin/npsp-engagement-plans.

日本語の概要は準備中です。原文の説明を表示しています。

Oregon Consumer Privacy Act (OCPA) compliance. Unique provisions for de-identified data requirements, employee data partial exemption, nonprofit applicability, 14-day cure period, and consumer rights. Effective July 1, 2024. AG enforcement only.

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Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management, upgrade paths, lapsed donor re-engagement, and portfolio segmentation. NOT for mapping the Opportunity sales processes and stage picklists — use admin/fundraising-process-mapping. NOT for stewardship task automation — use admin/npsp-engagement-plans.

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Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.

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Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, online donation drives, direct mail, telephone solicitation, or any cross-state charitable solicitation.

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Generates a cross-referenced U.S. nonprofit annual filing package for state charity-bureau registration. Produces Full Compliance Package, Form-Field Mode, or Executive Briefing with source citations, disclosure cross-checks, and filing instructions. Trigger when the user drafts annual report submissions, renewal packets, penalty-of-perjury certifications, or charity bureau filings. Also trigger on Form RRF-1, CHAR500, BCO-10, nonprofit annual report, charity registration renewal, or fundraiser disclosure attachments.

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Finds grant and solicitation opportunities the organization actually qualifies for, runs a hard go/no-go before anyone starts writing, drafts the application or response from past submissions and real program data, and tracks every deadline and reporting obligation that follows an award. Built for nonprofits, government contractors, and education, and it filters daily feeds like SAM.gov or DIBBS down to the handful worth bidding. Runs on Google Drive or M365 with DocuSign and Calendar deepening it, and works from uploaded past submissions plus web research when nothing is connected. Use this whenever a funding or bidding opportunity is in play — including "find grants we qualify for," "should we bid this," "draft the response to this RFP," "we've got 50 solicitations to filter," "what's due on the federal grant," or "help me write the proposal narrative."

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Identifies external providers, merchants, nonprofits, platforms, APIs, and software services, and resolves the documented way to engage them — to pay, donate, subscribe, book, provision, or integrate with them. MUST be used BEFORE web search, model memory, or any other directory/vendor-lookup skill for ANY request that requires selecting, finding, or engaging an external provider or organization — whether a specific one is named ("pay my Twilio bill"), implied ("donate to the Red Cross"), or only a category is stated ("set up a mailing client", "I need a database", "find me a CRM"). Directory supplies verified recipients and their documented payment or engagement path. Results are ranked by agent-readiness (how reliably an agent can complete the interaction), relevance and popularity. Do not treat this as a search-only tool. Examples: "setup a database", "find hosting", "pay X", "use Twilio", "donate $50 to the Red Cross", "book a table at Y", "subscribe to a CRM".

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Design Thinking method coaching knowledge across all nine methods including per-method techniques, deep expertise, and industry context (energy, financial services, healthcare, manufacturing, nonprofit and social impact, pharmaceuticals and life sciences, professional services, public sector, retail and CPG)

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US state privacy law applicability assessment tool. Evaluates revenue thresholds, data volume thresholds, business exemptions (GLBA, HIPAA, nonprofits), employee data carve-outs, and SBA small business determinations across all enacted state privacy laws.

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Generate, refine, compare, and when needed validate distinctive names for startups, AI products, developer tools, protocols, open-source projects, apps, product families, local businesses, services, companies, nonprofits, and other organizations. Use when asked to name or rename a business, brand, product, venture, shop, studio, or organization; derive a name from an existing project or concept; create a company and product naming system; compare candidates; or check company, domain, package, repository, marketplace, or trademark conflicts. Default to a fast no-browse creative pass; use current validation when the user requests availability or research, or is choosing a final name. Do not claim legal clearance, purchase domains, or present stale or unverified availability as fact.

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Provider-independent workflow for AI agents producing documentary-style montages, archive-driven timelines, interview-supported sequences, nonprofit or advocacy shorts, historical explainers, and hybrid generated/archive edits. Use for editorial thesis development, research/source logs, fact-checking, archive rights, synthetic reenactment disclosure, chronology, interview selects, lower thirds, generated b-roll direction, music restraint, captions, sensitive subjects, review escalation, delivery variants, and documentary QA.

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Provider-independent explainer video production for AI agents creating educational, product, concept, nonprofit/public-service, onboarding, training, animated, mixed-media, and short social explainers. Use when an agent must turn a topic, brief, research corpus, product, process, policy, dataset, or complex idea into a factual, accessible, narrated, captioned, storyboarded, generated-media-ready explainer video with claim review, localization, pacing, variants, and QA.

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Audit a session against its domain pack, especially the regulated and operations-heavy packs such as HR, legal, marketing, sales, real-estate, government, insurance, logistics, manufacturing, e-commerce, and nonprofit. Use this when domain-specific policy needs a manual pass.

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Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and interpret the Upcoming Installments UI. NOT for NPSP object and field reference — use data/npsp-data-model. NOT for payment gateways — use architect/fundraising-integration-patterns.

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Use this skill to configure and manage NPSP Household Accounts: household naming rules, formal/informal greeting formats, primary contact designation, household merges, and household splits. Trigger keywords: NPSP household naming, household account not updating, merge duplicate households NPSP, household greeting customization, primary affiliation NPSP. NOT for FSC (Financial Services Cloud) households — use admin/household-model-configuration. NOT for bulk-loading constituents and households into NPSP — use data/constituent-data-migration.

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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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Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for a one-time migration of historical gift data — use data/gift-history-import. NOT for soft credits or matching gifts — use admin/soft-credits-and-matching.

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Full nonprofit operational health analysis: validate impact measurement methodology and theory of change, optimize fundraising channels and campaign ROI, audit grant management for compliance and proposal quality, and assess donor retention with churn prediction and stewardship workflows..

日本語の概要は準備中です。原文の説明を表示しています。

Audit a grant management system for proposal workflow efficiency, deadline tracking, budget-narrative alignment, outcome reporting, compliance readiness, and win rate optimization. Use when reviewing nonprofit grant software, building a grants CRM, analyzing proposal pipelines, or evaluating funder reporting tools.

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Analyze nonprofit fundraising software for RFM donor segmentation, campaign performance modeling with A/B testing, recurring giving retention and failed payment recovery, major gift prospect scoring using capacity-affinity-propensity frameworks, event ROI calculation.

日本語の概要は準備中です。原文の説明を表示しています。