Soft Credits

To give a constituent credit for a donation another constituent makes, add a soft credit. Soft credits help you track who gives to your organization and develop relationships with prospective donors. For example, use soft credits to credit a donor when their company matches gifts, to credit a solicitor, or to credit a participant in a sponsored event.

To analyze the soft credits in your database, run a soft credit report or a custom report. For information about reporting on soft credits, refer to Soft Credit Reports. To determine whether users can track soft credits, select to enable or disable soft credits when you edit your organization preferences. For details, refer to Preferences.

For information on how to create a linked soft credit transaction for a constituent account, see Tribute, Soft Credit, Matching Relationship.

  1. From a constituent record, click Journal.

  2. Click Add. The Add Journal Entry screen appears.

  3. Select Soft Credit. The New Soft Credit screen appears.

  4. Enter the date.

  5. Enter the amount of the credit.

  6. Complete the soft credit details.

  7. Click Save. The soft credit appears on the constituent's journal.

From a constituent record who received soft credit, click Journal, select the soft credit entry, and click Delete.

Or, from the constituent record who made the gift, click Journal, select the gift entry, click Tribute, Soft Credit, and Matching Gift Relationship, click X next to the soft credit, and confirm you want to delete the soft credit.

Note: If you delete the original transaction, the soft credit is also deleted.