To automatically add donors to the Capital Campaign when they contribute to the Capital Fund, the following steps should be taken:
Populate the Primary Campaign Source Field:
The Primary Campaign Source field on the Opportunity record links the donation to a specific Campaign.
This ensures that donations are tracked under the correct Campaign and allows for accurate reporting and analysis.
Enable Automatic Campaign Member Management:
NPSP (Nonprofit Success Pack) provides a feature for automatic campaign member management.
This feature automatically adds donors to Campaigns based on their donations, streamlining the process and reducing manual work.
To enable this, navigate to NPSP Settings -> Donations -> Automatic Campaign Member Management and activate the feature.
Steps to Implement:
Step 1: Ensure that the Primary Campaign Source field is populated on the Opportunity record whenever a donation is made to the Capital Fund.
Step 2: Enable the Automatic Campaign Member Management feature in NPSP settings to automate the addition of Campaign Members.
Benefits:
Efficiency: Reduces the need for manual updates, saving time and effort.
Accuracy: Ensures that all relevant donations are correctly attributed to the appropriate Campaign, improving reporting and donor management.

When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:
Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.
Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.
This process ensures that all matched gifts are accurately recorded and credited appropriately.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Matching Gifts in NPSP

If a nonprofit organization has enabled Person Accounts in its Salesforce org and now wants to install NPSP while completely removing all Person Account features, the best approach is to apply for a new Salesforce organization and request a license transfer. Here's why and how to do it:
Apply for a New Salesforce Organization:
Create a new Salesforce instance without enabling Person Accounts.
This approach avoids the complexities and potential issues of removing Person Accounts from an existing instance.
Request a License Transfer:
Contact Salesforce support to request a transfer of licenses from the old org to the new one.
Provide the necessary details and justification for the transfer.
Install NPSP in the New Org:
Install the Nonprofit Success Pack (NPSP) in the new Salesforce org.
Follow the standard installation and post-installation steps to set up NPSP properly.
Migrate Data:
Plan and execute a data migration from the old org to the new org.
Use data import tools like Data Loader to transfer Contacts, Accounts, Opportunities, and other relevant data.
Ensure data integrity and mapping during the migration process.
By creating a new org and transferring the licenses, the organization can start fresh without the complexities of removing Person Accounts and ensure a smooth transition to using NPSP.
Reference:
"Salesforce Nonprofit Success Pack Installation" from Salesforce Help: NPSP Installation
"Managing Person Accounts" from Salesforce Help: Person Accounts