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.

  • 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.

  • On a constituent's record, you can view how much soft credit they've received under Giving.

  • On a gift record, you can view who gets soft credit for its contribution — and for how much — under Soft credits.

  1. On the gift record, select Edit, Gift amount.

  2. Under Soft credits, choose who influenced the donor to give the gift and how much of it to recognize them for.

    • 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.

    • To delete a soft credit, select its Delete Delete.

  3. Select Save.

  1. On the constituent record, under Relationships, select Edit relationship.

  2. Select Automatically soft credit this individual for gifts.

  3. 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.