ANS-1547 · OTHER

How to Configure NetSuite for Donor Management and Fundraising Bundles?

This guide outlines the process for enabling essential NetSuite features and installing specialized bundles to support donor advised fund management.

AreaOtherAudienceImplementation consultantDifficultyBeginner

Short answer

To manage donor advised funds in NetSuite, enable SuiteCloud features like Custom Records and Server SuiteScript. Then, navigate to SuiteBundler to search for and install relevant bundles, such as those historically used for fundraising. This setup configures the account for specialized donor management functionalities.

Scenario

Organizations managing donor advised funds often require specific functionalities within NetSuite to track donations, manage donor information, and streamline fundraising operations. This necessitates configuring the NetSuite account to support advanced customization and the installation of specialized solutions. The challenge lies in identifying and implementing the correct features and bundles to meet these unique requirements.

Solution

To configure NetSuite for donor management, including functionalities that may have historically supported donor advised funds through specialized bundles, follow these steps:

  1. Enable SuiteCloud Features:

    First, enable the necessary SuiteCloud features in your NetSuite account to allow for bundle installation and advanced customization.Navigate to Setup tab>> Company>> Enable Features>> SuiteCloud tab.Enable the following features:Custom RecordsClient SuiteScriptServer SuiteScriptSuiteFlow

  2. Navigate to the Bundle Repository:

    Access the NetSuite bundle repository to search for and install relevant bundles.Navigate to Customization > SuiteBundler > Search & Install Bundles.

  3. Search for Bundles:

    In the bundle repository, enter "donor" into the keywords field and click search to find relevant bundles.

  4. Install the Bundle:

    Locate and install the desired bundle. For example, a bundle named "SuiteDonor (Fundraising)" may have been used for donor management.Click on the bundle name (e.g., "SuiteDonor (Fundraising)").Click the Install button.Accept the default settings and click on Install Bundle to complete the installation.

Originally answered August 21, 2017Verified July 5, 2026

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