50 Nonprofit Success Pack Consultant Practice Questions: Question Bank 2025

A nonprofit tracks households and wants donations to roll up to the household total while still keeping each family member as an individual person record. Which NPSP account model best fits this requirement?

A development user enters a $500 donation but it does not appear in household giving totals. The donation record exists as an Opportunity. Which issue most likely prevents it from rolling up in NPSP?

A nonprofit wants to automate a set of standard follow-up tasks (thank-you email, phone call, and mailed letter) that should be created every time a major gift Opportunity is marked Closed Won. What NPSP feature is best suited for this?

A nonprofit needs to find duplicate Contact records created by multiple volunteers entering data. What is the most appropriate first step using standard NPSP/Salesforce capabilities?

A nonprofit receives one check for $1,000 from a donor that should be credited as $600 to the annual fund and $400 to the capital campaign. What is the best NPSP approach to represent this while keeping it tied to a single payment?

A nonprofit uses Campaigns to track fundraising efforts. They want every donation linked to a specific appeal so ROI and donor response can be reported. Which design is recommended in NPSP?

A program manager needs to track participants, enroll them into a program, and record services delivered over time. Which NPSP objects best support this requirement?

A nonprofit imports a list of donations and finds that some gifts were attached to the wrong Contact because multiple Contacts share the same name. What is the best practice to improve matching accuracy for future imports?

A nonprofit wants to automatically create Engagement Plan tasks for gifts above $10,000, but only when the gift is fully paid. They use NPSP Payments. What configuration approach best meets the requirement with minimal custom code?

A nonprofit uses both Household Accounts (for families) and Organization Accounts (for companies). They want a single report showing total giving by “who should get credit,” where some gifts should be credited to an individual and others to an organization. Which NPSP concept best supports this reporting requirement?

A nonprofit wants each household to have a single mailing address that updates all members’ primary addresses when the household moves. They are using the NPSP Household Account Model. What is the recommended approach?

A development associate enters a donation for $250 but later learns the donor meant $25. The check has already been deposited, and the nonprofit wants to preserve an audit trail. What is the best practice in NPSP?

A nonprofit uses recurring donations for monthly gifts. A donor pauses their giving for 3 months and then resumes. What should the consultant recommend to reflect this most accurately?

A program manager wants a standardized sequence of outreach tasks (welcome email, follow-up call, survey) created automatically whenever a participant is enrolled in a program. Which NPSP feature is designed for this?

A nonprofit tracks services delivered to clients and wants to report on outcomes by program, including enrollments and completion. Which NPSP feature set best supports this requirement?

A nonprofit imports a large list of donations and notices that some Opportunities were created without the correct Primary Contact. The donor name exists as both a Household Account and an Individual Contact. What is the most likely cause?

A nonprofit needs a dashboard showing year-to-date fundraising by campaign, but leadership wants to exclude soft credits from totals. What is the best reporting approach?

A nonprofit has multiple offices and wants donation thank-you tasks to be assigned to different teams based on the donor’s region. They are using Engagement Plans to generate tasks. What is the most maintainable design?

A nonprofit wants to track restricted gifts against multiple internal funds and needs reporting on how much of each donation went to each fund. Which NPSP approach best supports this requirement?

A nonprofit uses Affiliations to relate Contacts to multiple Organizations. They also want rollup totals (lifetime giving) to appear on the Organization Account for any donations made by affiliated Contacts—even if the Opportunity is credited to the Contact’s Household Account. What should the consultant recommend?

A nonprofit wants to track a household where two adults are married and one adult has a different last name. They also want donations from either adult to roll up to the household for reporting. Which NPSP approach best supports this requirement?

A development associate enters a donation and wants to send an acknowledgment email from Salesforce. They need the receipt to merge donation amount and date. Which standard NPSP feature is most appropriate?

A nonprofit is importing program enrollments and needs to ensure Contacts are matched correctly to avoid duplicates. Which data management best practice should be implemented before importing?

A nonprofit sells event tickets and wants to track each attendee’s ticket as revenue while also tying all ticket sales to the overall event fundraising total. Which NPSP design best meets this need?

Program staff want an automated checklist of tasks that launches when a client is enrolled in a specific program, with tasks assigned to different roles over time. Which solution is most appropriate in NPSP/PMM?

A nonprofit uses GAUs and wants every donation to be allocated across two GAUs by default (e.g., 70% General Fund, 30% Programs), but users should be able to override when needed. What is the recommended approach?

A program manager needs to report on how many clients completed a program and their average change in an outcome score between intake and exit. Which PMM reporting approach is most appropriate?

A nonprofit configured NPSP rollups for Household Accounts, but reports show Household giving totals are lower than expected. Several donations were entered against the donor’s Contact and not visible under the Household Account. What is the most likely cause?

A nonprofit needs to load 200,000 historical donations and wants rollup fields and acknowledgement statuses to remain accurate without causing performance issues during the import. What approach is recommended?

A nonprofit wants pledge payments to reduce an outstanding balance and also wants a clear view of both the total pledged and the total paid. Which NPSP pattern best supports this requirement?

A nonprofit wants to ensure each household has a single giving history and that spouses are connected for mail merges. Which NPSP approach best supports this?

A gift officer enters a $1,200 donation and marks it as a pledge to be paid in 12 monthly payments. In NPSP, which records are typically used to track the pledge and its expected payments?

A nonprofit uses Program Management Module (PMM) and wants to enroll clients into a job training program and track which services each client receives. What is the best PMM data model approach?

A consultant needs to import a list of donations from a spreadsheet and ensure each donation is attributed to the correct fundraising campaign. What is the recommended approach in NPSP?

A nonprofit wants to recognize a single donation that should be credited 70% to one donor and 30% to another (e.g., family members sharing credit). Which NPSP feature supports this requirement?

A nonprofit has an Engagement Plan Template for new major donors. When applied, it should create tasks assigned to different staff members based on the donor’s assigned fundraiser. What configuration best supports this?

After loading new Contacts, the nonprofit notices that many were automatically placed into separate Household Accounts even when they share the same last name and address. What is the most likely reason?

A nonprofit needs a report showing total donations by fiscal year, where the fiscal year is different from the calendar year. What is the best way to support this requirement in Salesforce reporting?

A nonprofit wants to split every donation automatically between two Funds: 90% to "General" and 10% to "Admin". The split should be consistent, auditable, and reportable. Which design is best in NPSP?

A nonprofit has two Contacts: one is the child’s record used for services (PMM) and the other is the parent’s donor record. They want to relate them and ensure reports can filter by the relationship type (e.g., Parent/Guardian). What is the best approach?

A nonprofit wants household giving totals to roll up under a shared account for spouses who donate individually. Which NPSP account model best supports this requirement with minimal customization?

A gift officer is entering a donor’s check and wants the system to automatically create an open Opportunity for the donation and allow applying the payment details. Which NPSP feature should be used?

A nonprofit wants to ensure that when a Program Enrollment is created, staff automatically receive a set of follow-up tasks (e.g., orientation call, eligibility verification) with due dates based on the enrollment date. What is the recommended NPSP approach?

A nonprofit imports Contacts and finds that many records were automatically matched to existing Contacts, but some should not have been merged. Which NPSP configuration most directly influences how incoming records are matched to existing Contacts during data imports using NPSP tools?

A donor pledges $10,000 to be paid in four quarterly installments. The nonprofit needs to track the pledge total, expected installment schedule, and payments received over time. What is the best NPSP design?

A nonprofit uses Program Management and needs to report unduplicated counts of clients served by program in a date range. Clients can have multiple Program Enrollments and multiple Service Deliveries. Which reporting approach is most reliable?

A nonprofit wants to recognize a donation made by a family foundation while crediting an individual board member for influencing the gift. Which NPSP capability should be used to meet this recognition requirement without changing the primary donor on the Opportunity?

A nonprofit applies Engagement Plans to major donor prospects. They want task due dates to automatically adjust if the plan start date changes after application. What should the consultant recommend?

After enabling the Household Account model, a nonprofit notices some Contacts are not linked to a Household Account and rollups are incomplete. Staff report that they create Contacts via API integration. What is the most likely cause and best first step to troubleshoot?

A nonprofit needs to migrate donation history from a legacy system. They must preserve the original donation date, original amount, and the allocation to multiple funds for each gift. They also need accurate year-over-year fundraising reports in Salesforce after the migration. What is the best practice approach in NPSP?