NPSP Project Overview

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Scope of Work

Customize NPSP settings to meet organizational needs
Import records using NPSP Data Import Object
Create a campaign hierarchy for events and the annual campaign
Setup and structure General Accounting Units
Implement enhanced recurring donations
Create customizable rollups and formulas for combining soft and hard credits
Create acknowledgement letter template and process
Create acknowledgment email alert for won opportunities
Design and structure volunteer management package
Create engagement plans for major giving team
Set up program management using PMM
Create custom reports and dashboards for organization executives, marketing department, volunteer department, and programs department
Create training documentation for all implemented services



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