Open topic with navigation

Add a Soft Credit Recipient

Modules>Fundraising>Donations>Add a Donation>Gift>Soft Credit Recipients>Add button

A soft credit recognizes a donor who is instrumental in influencing other donors to give to your organization. It credits the value of donations that were given by other people or organizations because of that person’s influence. Soft credits measure and record not direct donations by a person, but situations where a person assists your organization by getting others to contribute.

Example: For example, if Luis gave $50 during a 50% matching program, you might want to credit Luis for the whole $100 that got donated because of his initiative. The first $50 would be a hard credit, and the second $50 would be a soft credit.

To add a Soft Credit Recipient, use the following steps:

1. Go to Modules>Fundraising>Donations>Add a Donation>Gift>Soft Credit Recipients.
2. Click the Add button. The Add-Soft Credit Recipient page opens.
3. Fill in the fields for the Soft Credit Recipient Information section as described in the table below:

   Field	Required?	Description
   Recipient	Required	Enter the first few letters of the last name of the individual who will receive the soft credit for all or part of this donation. A list of matches appears. Select your recipient from the list of matches. Or click the look up button for a full list of customers.
   Amount	Required	Enter the amount of the soft credit.
   Soft credit type	Optional	Select the type of the soft credit from the drop-down list.
   Related gift	Optional	Select a related gift from the drop-down list.

4. Fill in the fields for the Acknowledgment section as described in the table below:

   Field	Required?	Description
   Email confirmation?	Optional	Click this check box if the donor wants to send email confirmation of this soft credit.
   Email template	Optional	Select the template for the confirmation email.

5. Click OK to save your changes and return to the Add a Donation page. The recipient you just added appears in the Soft Credit Recipients... section. Click Cancel to return to the Add a Donation page without saving your changes.