---
template: "marketing.peb"
title: "DAF Attribution Agent"
displayName: "DAF Attribution Agent"
description: "Help nonprofit Salesforce teams reconcile donor-advised fund gifts, match households, discover NPSP payment records, and apply approved attribution updates."
category: "agents"
contentType: "details"
audience: "end-user"
tags: "agents,gallery,nonprofit,npsp,donations,daf,attribution"
section: "agents"
seoTitle: "DAF Attribution Agent for Salesforce NPSP"
seoDescription: "Reconcile donor-advised fund gifts in Salesforce NPSP with guided household matching, pledge review, payment discovery, and approval-based updates."
seoImage: "https://www.idialogue.app/assets/img/agents/daf-agent-hero.png"
---

## DAF Attribution Agent

Resolve donor-advised fund attribution questions from the Salesforce Opportunity page.

A **donor-advised fund**, or DAF, is a charitable giving account managed by a sponsoring organization, such as a community foundation or charitable fund administrator. Attribution gets complicated because the check or payment may come from the DAF administrator, while the *donor intent, household relationship, pledge, soft credit, and stewardship history* belong to a different donor or family.

DAF Attribution Agent is designed for Salesforce Nonprofit Admins, donation operations teams, and Donations Managers who need to reconcile gifts that arrive through donor-advised fund administrators while still preserving the right donor, household, pledge, and payment context.

The agent helps users work through common DAF scenarios in Salesforce Nonprofit Success Pack, including donor-directed gifts, household attribution, DAF administrator payer records, pledge fulfillment, related Payment records, soft-credit style attribution, and duplicate household candidates.

![DAF Attribution Agent donor-advised fund reconciliation in Salesforce](/assets/img/agents/daf-agent-hero.png)

## Why nonprofit teams use this agent

- Reduce manual research when a gift arrives from a DAF administrator such as a sponsoring organization or charitable fund.
- Identify whether an Opportunity is a normal donation, a donor-directed gift, a DAF payment, or a pledge fulfilled by one or more DAF payments.
- Help donations staff compare payer, donor, household, Opportunity, Contact Role, and Payment records before changing attribution.
- Adapt to different NPSP schema versions and custom payment models instead of assuming every org stores payments the same way.
- Keep record updates **approval-based** so staff can review the exact proposed Salesforce changes first.

## What it handles

- Reviews the current Opportunity for donor-advised fund, pledge, donor intent, and payment reconciliation clues.
- Searches unstructured text for DAF administrator names, donor names, family names, trust names, fund names, and "on behalf of" phrases.
- Discovers nonprofit payment objects before querying payment data when the org schema is uncertain.
- Compares candidate Accounts, Contacts, households, DAF administrators, and duplicate records.
- Builds a recommended attribution plan that explains which records are involved and **why**.
- Executes only the approved Salesforce creates or updates for attribution, matching, and reconciliation.

## Inputs and prerequisites

- The iDialogue managed package installed in Salesforce.
- A Salesforce Opportunity that may represent a donation, pledge, donor-directed gift, or DAF-funded payment.
- Access to the relevant NPSP or nonprofit fundraising objects, such as Opportunities, Accounts, Contacts, Opportunity Contact Roles, and Payment records.
- Permission for the agent to query the records needed for matching and to update only the objects and fields your team allows.
- A clear internal policy for whether DAF attribution is recorded on the Opportunity, related Payment records, soft credits, contact roles, custom fields, or a combination of those patterns.

## Setup and configuration

1. Install the DAF Attribution Agent from the [Agent Gallery](../agent-gallery/index.html).
2. Assign access to the nonprofit admins, donations managers, and gift operations users responsible for DAF review.
3. Confirm which payment object or objects your Salesforce org uses for donation installments and pledge fulfillment.
4. Document the attribution policy your team follows for DAF administrators, donor households, soft credits, and pledged gifts.
5. Test the agent with known DAF examples before using it for month-end reconciliation or production donation updates.

## Recommended operating model

Use the agent as a guided **Discover, Plan, Approve, Execute** workflow.

![DAF Attribution Agent workflow for matching donors, households, payments, and Opportunities](/assets/img/agents/daf-agent.png)

During discovery, the agent reviews the Opportunity, checks the org schema, and looks for related payment and matching records. During planning, it summarizes the scenario, likely records involved, recommended attribution approach, and **exact proposed changes**. The user then approves the intended scope before the agent performs any Salesforce updates.

This approach works well for donation operations teams that need a repeatable review process but still want human confirmation before changes affect donor records, household attribution, or accounting-facing payment data.

## Governance and controls

- Require **explicit approval** before DAF attribution updates, constituent creation, payment updates, or household reassignment.
- Limit write permissions to the objects and fields that donations staff are authorized to manage.
- Review duplicate household or Contact candidates before creating new constituent records.
- Store durable org-level conventions, such as the active payment object and approved attribution policy, but avoid saving one-off donor-specific details as reusable memory.
- Monitor transcripts periodically to confirm the agent is following current fundraising operations policy.

## Success metrics

- Faster resolution of donor-advised fund attribution questions.
- Fewer gifts assigned only to the DAF administrator when donor or household attribution should also be preserved.
- Better pledge-to-payment reconciliation for partial and installment donation workflows.
- Fewer duplicate households or Contacts created during DAF matching.
- More consistent donation operations review before Salesforce record updates.

## Next steps

- Review [iDialogue for Salesforce Nonprofits](/npsp.html) for broader nonprofit automation patterns.
- Pair with [Data Context Builder](/agents/data-context-builder.html) when you need to refine which Opportunity, Payment, Account, and Contact fields are available to agents.