To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:
Check that the Membership Record Type is Selected for Membership Rollups:
Go to NPSP Settings.
Navigate to "Settings" -> "Donations" -> "Customizable Rollups".
Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.
Ensure there is an Opportunity Record Type Set Up for Memberships:
Navigate to Setup -> Object Manager -> Opportunity.
Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").
Configure this record type with the necessary fields and settings specific to membership tracking.
By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.
Reference:
"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups
"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types

https://powerofus.force.com/s/article/NPSP-Override-the-Default-Address-for-a-Contact

To record the donation and credit it correctly in Salesforce Nonprofit Success Pack (NPSP):
Create a Relationship:
Ensure there is a relationship defined between the board member and the high-net-worth individual in Salesforce.
Go to the individual's contact record.
Click on the "Related" tab and then on "New Relationship."
Fill in the board member's details as the related contact and specify the type of relationship (e.g., Introducer, Board Member).
Create the Donation Opportunity:
Go to the individual's contact record.
Click on the "New Opportunity" button.
Fill in the necessary details about the donation, such as amount, date, and any specific campaign or appeal it relates to.
Save the opportunity.
Add a Soft Credit Contact Role:
After saving the opportunity, go to the Opportunity record.
Click on "Related" and find the "Contact Roles" related list.
Click "New" to add a new contact role.
Select the board member's contact.
Choose "Soft Credit" as the role type.
Save the contact role.
Verify Relationship and Soft Credit:
Ensure that the relationship between the board member and the individual is correctly recorded.
Verify that the soft credit for the board member is showing up correctly in the Opportunity record.
By following these steps, you ensure that the individual receives the hard credit for the donation while the board member receives a soft credit, allowing for proper tracking of the contribution's origin and recognition of the board member's influence on the donation.
Reference:
Salesforce Nonprofit Success Pack (NPSP) documentation on managing donations and credits CertGod Nonprofit Cloud Consultant guide