Recognition Credits

Recognition credits provide flexibility when you recognize constituents for a revenue transaction. For example, you can recognize additional constituents for the revenue and decide how much credit each constituent receives. You can also recognize a donor for an amount that is different than the revenue amount. Lastly, you can recognize donors for a portion of the transaction over multiple periods of time. Recognition credits are associated with revenue. However, due to the flexibility of recognition credits, it is important to distinguish recognition credits from revenue.

Note: If recognition defaults are defined for relationships associated with the selected constituent, the recognition credits are added automatically from the relationship information.

On the Recognition tab of a revenue record, the Recognition credits grid displays information about constituents who receive recognition credit for the revenue, including how much of the revenue is credited to each constituent. Recognition credit information for recurring gifts defaults to the recurring gift payment record for that recurring gift. Recognition credit information for a pledge does not default to the payments toward pledge installments. To receive a recognition credit, the recipient must be a constituent in your database.

To update the information in the grid, select Refresh on the action bar. Depending on your security rights and system role, you can edit the recognition credit information and view more information about a constituent who receives recognition credit for the revenue from the Recognition credits grid.