fundraising-process-mapping

fundraising-process-mapping is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 104 tokens per session (3,560 once invoked), scanned A, original, Apache-2.0.

A guide to mapping nonprofit fundraising stages in Salesforce. It explains how donor relationships move from cultivation and solicitation to stewardship, and how those steps correspond to Opportunity stages in NPSP or Nonprofit Cloud.

In plain words
What is it for?
Use it to design or document donor pipelines, major-gift sequences, fundraising lifecycle stages, and Salesforce sales-process settings.
Why use it?
It helps organizations document a fundraising process that matches their Salesforce edition and avoids mixing incompatible stage models.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design or document donor pipelines, major-gift sequences, fundraising lifecycle stages, and Salesforce sales-process settings.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill fundraising-process-mapping
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for fundraising-process-mapping

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for fundraising-process-mapping

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fundraising-process-mapping.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 104 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,560 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00104 $0.03560
Opus 5 $0.00052 $0.01780
Sonnet 5 $0.00021 $0.00712
Haiku 4.5 $0.00010 $0.00356

Measured 9d ago against content hash 2af4effd99be, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

fundraising-process-mapping scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_fundraising_process_mapping.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/fundraising-process-mapping/SKILL.md · 206 lines

How it starts

The opening of the file, as written. The whole thing — 206 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Fundraising Process Mapping

This skill activates when a practitioner needs to design or document the fundraising lifecycle in Salesforce — mapping donor cultivation, solicitation, and stewardship phases to Opportunity stages and sales processes in either NPSP (legacy) or Nonprofit Cloud (NPC). It covers the NPSP four-process model, the NPC stage model divergence, Moves Management alignment, and the decision framework for stage design across fundraising program types. It does NOT cover how to configure Engagement Plans, process gift entries, integrate payment processors, or manage recurring donations.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm the platform — Determine whether the org is on legacy NPSP (the managed package, now end-of-life for new installs as of December 2025) or Nonprofit Cloud (NPC, the next-generation native Salesforce offering). The stage configuration approach, available objects, and feature availability differ materially between the two. If the org was created after December 2025 and does not have the npsp namespace in Setup > Installed Packages, it is on NPC or a blank org, not NPSP.
  • Identify program types — NPSP ships four pre-configured Opportunity sales processes: Donation, Grant, In-Kind, and Major Gift. Each has a distinct stage picklist sequence. Confirm which program types the organization runs and whether all four are needed or only a subset.
  • Understand who owns each stage — Solicitation and stewardship stages often have different responsible roles (prospect researcher, gift officer, stewardship coordinator). Mapping stage ownership prevents ambiguity about when a record moves and who is accountable.
  • Establish the probability model — Salesforce displays a Probability % field on Opportunity that forecasts pipeline value. Nonprofits using pipeline reports depend on accurate probabilities per stage. Gather any existing probability targets before designing stages.

Read the full file on GitHub · 206 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 206 lines · 104 tokens per session scan A 2af4effd99be

Subscribe to this mod's changes

fundraising-process-mapping is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 104 tokens to every session and 3,560 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.