Exam NP-Con-101 Topic 1 Question 68 Discussion
Actual exam question for Salesforce's NP-Con-101 exam
Question #: 68
Topic #: 1
Question #: 68
Topic #: 1
A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund. What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?
Suggested Answer: D Vote an answer
To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here's how to set this up:
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type "NPSP Settings" and select it.
Configure Soft Credits:
In NPSP Settings, navigate to "Donations" -> "Soft Credits".
Ensure that soft credits are enabled for Accounts and Contacts.
Add Soft Credits on Opportunities:
When entering a donation, go to the Opportunity record.
Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).
Specify the role as "Donor Advised Fund" or similar.
Track and Report:
Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.
Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.
"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits
"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type "NPSP Settings" and select it.
Configure Soft Credits:
In NPSP Settings, navigate to "Donations" -> "Soft Credits".
Ensure that soft credits are enabled for Accounts and Contacts.
Add Soft Credits on Opportunities:
When entering a donation, go to the Opportunity record.
Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).
Specify the role as "Donor Advised Fund" or similar.
Track and Report:
Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.
Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.
"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits
"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds
by Darren at Jul 16, 2026, 07:52 AM
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