Add soft credit to recognize a constituent who encouraged a recurring gift

1. In Constituent360, open the constituent record for the donor.

2. Click the Transactions tab.

3. In the Transaction History section at the bottom of the page, locate the recurring gift.

4. In the Actions column, click Add Soft Credit.

5. For a:

   • TeamRaiser participant or team:

     1. Select the appropriate recipient of the soft credit and click Search.

     2. Click Select in the Action column beside your specific target.

     3. On the page that opens, confirm that soft credit for this gift will be reassigned correctly.

   • Fund champion, click the appropriate fund on the Select Fund page.

6. Click Save.