Soft Credits

What is a Soft Credit?
A soft credit is when a donor gives a gift, but another constituent, or multiple constituents, may have influenced the gift. You may want to track other c...
Tue, 16 Mar, 2021 at 10:42 AM
How do I enter a soft credit?
When entering or editing a gift, set the Soft Credit field to “yes.” Select the constituent that is receiving the soft credit along with the amount that sho...
Tue, 16 Mar, 2021 at 10:48 AM
How do I enter multiple constituents for soft credits?
If you need to enter an additional soft credit for another constituent, you can click on the “Add Soft Credit” button to the right of the Yes/No button. Thi...
Tue, 16 Mar, 2021 at 10:49 AM
What if the constituent receiving soft credit does not exist yet?
If the constituent is not available in the drop down, you can add a new one by clicking on the “Add Constituent” button to the right of Yes/No button. Onc...
Tue, 16 Mar, 2021 at 10:55 AM
Can I edit a soft credit?
Yes, you can edit the information listed in the soft credit grid when you edit a gift. Once you save the changes, you will see the updated data on all rel...
Tue, 16 Mar, 2021 at 10:56 AM
Can I delete a row from the soft credit grid?
Yes, scroll over to the right of the soft credit grid in the Gift screen and click on the trashcan icon. Click Delete to confirm that you want to remove thi...
Tue, 16 Mar, 2021 at 10:59 AM
How do I see if there was a soft credit on a gift?
On the main gift grid, you will only see a row for the constituent that was the main donor for the gift. You will not see a row for any constituent that rec...
Tue, 16 Mar, 2021 at 11:02 AM
Are soft credits included in gift calculations?
No, soft credits are not initially included in gift calculations like Last Gift Date, Cumulative Amount Received, etc. You do have the ability to includ...
Tue, 16 Mar, 2021 at 11:07 AM