A nonprofit organization that needs to avoid the mix-up of donor and recipient relationships should consider which feature?

When a nonprofit organization aims to clearly define and manage the distinct relationships between donors and recipients, utilizing the Relationships feature is particularly beneficial. This feature allows users to create multiple types of relationships associated with Contacts within Salesforce. By effectively leveraging this capability, organizations can specify the nature of each relationship—whether someone is a donor, a recipient, or even both—without conflating their roles.

This structured approach helps maintain clarity in the organization’s database, ensuring that donor interactions, preferences, and contributions are distinctly cataloged separately from those of recipients. It supports the organization in tracking their interactions and engagements accurately, which is crucial for personalized communication and stewardship efforts, ultimately leading to improved fundraising dynamics and stronger community ties.

In contrast, while Contacts Roles might define specific roles individuals play within an opportunity or campaign, they do not provide the same level of relationship differentiation as the Relationships feature. Affiliations typically denote connections between individuals and organizations but do not directly manage the complexities of donor-recipient dynamics. Opportunities are focused on tracking donations or grants rather than managing relationships, making them less suitable for resolving potential mix-ups between donors and recipients.