Training Documentation

This section provides step-by-step guides and best practices for the accounting team at Florida Sight and Hearing Alliance.

They will be able to understand the restricted and unrestricted funds with the help of General Accounting Units in Salesforce NPSP. Expand or Collapse each section for your reference

A General Accounting Unit (GAU) in Salesforce NPSP is a way to track and allocate donations to specific funds or projects. It helps manage and report on how donations are distributed and used for different purposes.

Key financial areas to focus while deciding the General Accounting Units ( GAU)s are:

Revenue Sources and their respective percentage:

Grants and Foundations - 61.5%

Private Contributions - 24.6%

Special Events - 8.6%

Investment Income - 4.1%

Expense Allocations:

Marketing & Fundraising

General

Sight Services

Hearing Services

Each GAU is set to track the revenue and expense associated with it. For example, a GAU set for Sight Services can help track revenue and expenses for vision exams, eye glasses and eye surgeries

How to make a new General Accounting Unit (GAU)

This tutorial shows steps for making a new General Accounting Unit

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GAU Allocation behavior - How to create Split Gifts

Donors are typically asked how they want to allocate their donation through options provided on a donation form, where they can select the specific fund or project they wish to support.

At times, donors can split gift, which means that a single donation is divided among multiple funds, allowing the donor to support different causes with one contribution.

This tutorial shows how GAU Allocation is done and split between more than one fund:

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