Can I accept donations from organizations through Giving Pages?

Giving Pages are primary used to accept payment from individual donors. However, you can configure a page to accept donations from organizations such as a business or club.

Fundraising and Giving Pages

To set this up for an org using Salesforce Fundraising (Nonprofit Cloud and Education Cloud), you just need to change the default RecordType on the Giving Page to use a Business Account record type Id instead. This will ensure a Business Account is created and linked to the donation.

However, if you want to accept donations from both individuals and organizations, you need to use separate Giving Pages. The record type for a given page can only be for either an individual (Person Account) or a organization (Business Account).

NPSP and Giving Pages

To handle donations from organizations for Nonprofit Success Pack (NPSP), the Giving Page payment needs to trigger creating a Contact, Household and Account records, with the person making the donation linked as the Primary Contact. This should also ensure that installments are linked only to the account and not to the contact.

To set up a Giving Page for donations from organizations with NPSP:

  1. Add Organization Name field to Giving Pages and map it to Account Name.
  2. Add a checkbox on the Giving Page to allow the payer to indicate the donation is from an organization.
  3. Update Guided Matching rules for Inbound Report type PaymentIntent and sub type Default to support donations from organizations.
    • Add a new rule "Create Org Account" with the entry criteria "Org Donation" = true based on checkbox from step 2. Ensure the right record type Id is mapped and the Contact created is mapped as Primary Contact on this Account.
    • Add a new Update Record rule to Update Installment that runs after Handle Payment Intent. Configure this rule to empty the Contact lookup and map the Account from the Account lookup on the Inbound Report.

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