Soft Credits
With soft credits, you can recognize multiple constituents for a gift. For example, in addition to the donor, you may want to credit a constituent for the giving of their spouse or foundation. This recognition helps track how much a constituent gives indirectly as they influence another constituent's gifts.
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In a list of gifts, include the Soft credit column to view who gets soft credit for a gift and how much credit they receive.
Tip: In a list of gifts, include the Donor column to view who gave a gift the constituent receives soft credit for.
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On a constituent's record, you can view how much soft credit they've received under Giving.
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On a gift record, you can view who gets soft credit for its contribution — and for how much — under Soft credits.
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On the gift record, select Edit, Gift amount.
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Under Soft credits, choose who influenced the donor to give the gift and how much of it to recognize them for.
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To add new soft credits, select Add a soft credit, and then search for and select who to credit, and enter how much of the gift's amount to recognize them for.
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To delete a soft credit, select its Delete .
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Select Save.
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On the constituent record, under Relationships, select Edit relationship.
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Select Automatically soft credit this individual for gifts.
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Select Save.
Tip: If the constituent does not have any relationships, you will need to add a relationship to the constituent record before you can automatically soft credit them for gifts. For more information, see Relationships.
Note: In the database view, you can manage this recognition on the Soft Credit tab of the gift record.