Nonprofit Success Pack Consultant Advanced Practice Exam: Hard Questions 2025

A nonprofit uses the NPSP Household Account model. They want each donor to have exactly one “primary household” for receipt grouping, but also need to relate donors to multiple households over time (e.g., moved in with a partner, then later separated) while preserving historical giving attribution and soft crediting accuracy. Which approach best meets the requirement with the least reporting and data integrity risk?

A nonprofit has multiple legal entities (chapters) in one Salesforce org. They need to track donors once (single Contact) but allocate donations to the correct chapter for accounting, acknowledgements, and rollup reporting. They also need to ensure a donation is acknowledged by only the chapter that received it, even when the donor is affiliated with multiple chapters. Which architecture is the best fit in NPSP?

A nonprofit imports a large batch of gifts and later discovers many were credited to the wrong Contact because the donor used a shared household email address. They want to correct attribution without losing the audit trail of the original import, and they need rollups (Household and Contact) to recalculate correctly. What is the safest remediation approach in NPSP?

A nonprofit uses NPSP Recurring Donations and wants to accept pledges payable over time. They need to report: (1) total pledged amount, (2) total payments received to date, (3) remaining balance, and (4) ensure acknowledgements are sent per payment, not per pledge. Which configuration best supports these needs using standard NPSP patterns?

A nonprofit tracks soft credits for gifts influenced by multiple people: a solicitor, a board member who introduced the donor, and the donor’s employer (matching gift expectation). They need reporting on influence credit by role, but must avoid double-counting revenue in fundraising totals. Which solution best fits NPSP capabilities?

After enabling Geographical Address fields and adding custom automation, a nonprofit notices that Opportunity rollups on Households intermittently stop updating for large batch gift imports, but work for single-record UI entry. Data Health shows missing or incorrect Contact Roles on some Opportunities. What is the most likely root cause and best fix?

A nonprofit uses Engagement Plans to automate a multi-step donor stewardship process. They need conditional branching: if a donor’s first gift is above a threshold, assign a major gifts officer and skip standard email steps; otherwise follow the standard plan. They want to minimize custom code and keep the solution maintainable by admins. What is the best approach?

A nonprofit implements Program Management Module (PMM) to track client services. They need to record outcomes at the Service Delivery level, but also report aggregated outcomes per Program and per Client over time. They also need to ensure that if a client participates in multiple Programs simultaneously, outcomes remain correctly attributed. Which data modeling approach best supports this?

A nonprofit needs a dashboard showing: total donations (hard credit) by fiscal year, total soft credited influence by role, and counts of unique donors—without double-counting donors who gave multiple times or were soft credited on multiple gifts. They also need the dashboard to be filterable by campaign and by chapter. Which reporting approach is most robust?

A nonprofit is migrating from a legacy CRM into NPSP. They must load Contacts, Households, Donations, Recurring Donations, and Soft Credits. They also must preserve legacy IDs for reconciliation and ensure reruns of the migration are idempotent (safe to repeat without creating duplicates). Which migration design is best practice?