Remove Soft Credit for a Donation on Behalf of a Participant or Honoree

If a contribution was given on behalf of a TeamRaiser participant or to a specific Tributes Fund honoree, it can be unassigned so that it can be attributed to the general donation campaign, rather than to a specific participant or honoree.

Note: A soft credit is given to participants or donors when a donation is made to a team, event or fund. A hard credit is given to the team, event, or fund so that the total amount raised is accurate. A soft credit is given to the donor or participant so that they get credit for the donation without the system counting the donation twice.

To remove soft credit for a TeamRaiser or Tributes gift

  1. Use the Search features in the Transaction Manager to locate the TeamRaiser donation.

    Note: Use the upper portion of the Transaction Finder to locate the donation by entering the name of the donor, or use the center of the Transaction Finder to locate the donation by entering the name of the participant or honoree.

  2. Click the Remove Soft Credit link in the Actions column to open the Confirmation screen.

  3. Click Confirm to complete the change and return to the Transaction Manager screen.