Adding soft credits in Records:

  1. Add a gift or edit an existing gift.
  2. On the Soft Credit tab, place the cursor in the first blank row in the Constituent Name column.
  3. Click the binoculars to search for the constituent to soft credit.
  4. Repeat steps 2 and 3 for each constituent to be soft credited.
  5. Enter the soft credit amounts:
    1. Next to Enter by, select Amount or Percentage, depending on how the soft credit should be distributed.
    2. Manually enter the amount for each constituent. Click Save and close when all the constituents and amounts are entered.

      OR

      Click Distribute to automatically distribute the soft credit amounts to each recipient. Select Distribute Evenly or Full Amount to All.
       

    Adding soft credits in Batch:

    1. On the data entry grid of a gift batch, enter a gift or select a row that contains gift information.
    2. Select Gift, Soft Credit from the menu bar.
    3. On the Soft Credits for [Constituent Name] screen, place the cursor in the first blank row in the Constituent Name column.
    4. Click the binoculars to search for the constituent to soft credit.
    5. Repeat steps 3 and 4 for each constituent to be soft credited.
    6. Enter the soft credit amounts:
      1. Next to Enter by, select Amount or Percentage, depending on how the soft credit should be distributed.
      2. Manually enter the amount for each constituent.

        OR

        Click Distribute to automatically distribute the soft credit amounts to each recipient. Select Distribute Evenly or Full Amount to All.
         

      Automating Soft Credits:

       

      Refer to How to soft credit a spouse, employee, or other relationship automatically.

      Reporting on soft credits:

      On the General tab of reports, you can specify how to use soft credits. (Not all reports use soft credits, so these settings are available when applicable.) You can select to soft credit gifts to the Donor, Soft Credit Recipients, or Both. How you choose to soft credit gifts on a report affects the gift amounts and the report totals.

      The amount for which soft credit recipients receive credit is determined by the option you mark:

      • Use distribution on gift
      • Full amount to all
      • Split Evenly

       

      Let's use an example to illustrate the different options. Robert Hernandez gives $100 to the 2001 Annual Fund. His wife, Wendy, and his business, Toy World, Inc., each receive a soft credit for $100.

      If you mark Soft Credit Gifts To Donor, credit for the total gift amount is given only to the donor, and no soft credit gifts appear. Therefore, only Robert appears on the report as receiving credit for the $100 gift.

      If you mark Soft Credit Gifts To Soft credit recipients, credit for the gift is given only to the soft credit recipients. Therefore, only Wendy and Toy World, Inc., will appear on the report as receiving credit for the gift. The # symbol at the end of the line denotes soft credit recipients. The amount for which Wendy and Toy World, Inc., each receive credit is determined by the distribution option you select:

      • If you select Use distribution on gift, the soft credit totals appear as you entered them on the gift record's Soft Credit tab. If you evenly distributed the $100 gift between Wendy, and Toy World, Inc., this option does not inflate the report total. If, however, you gave both soft credit recipients full credit for the $100, both Wendy and Toy World, Inc. appear on the report and the report total inflates to $200.
      • If you select Full amount to all, each soft credit recipient receives credit for the full gift amount, and your report total inflates.
      • If you select Split evenly, the gift is divided equally between Wendy and Toy World, Inc. This ensures the report totals remain accurate.

      The third soft credit reporting option is Soft Credit Gifts To Both. Selecting this option gives credit for the gift to the donor and the soft credit recipients. Therefore, Robert, Wendy, and Toy World, Inc. all appear on the report as receiving credit for the gift. To determine how amounts appear on reports, again select one of the distribution options from the drop-down list.

      • The Use distribution on gift option causes the donor to display as having given the full amount of the gift and the soft credit recipients to display as having given the amount entered on the gift record's Soft Credit tab. This option causes inflated totals.
      • The Full amount to all option causes the donor and all soft credit recipients to appear on the report as receiving credit for the full gift amount. This option also inflates your report total.
      • To prevent inflated totals, select Split Evenly, which splits the total gift amount evenly among Robert, Wendy, and Toy World, Inc.