A soft credit recipient's soft credit amount cannot be applied to a pledge balance (like a pay-cash). A soft credits is customarily just for recognition, so there is no real dollars from a soft credit amount to apply. However, if a soft credit situation arises and you need to "apply" one to a pledge, please review the following example and scenarios to help decide how to approach this:
For example, Janet and Tim each have their own constituent record. Janet pledged $300 and Tim made a cash donation of $100. Janet is soft credited on Tim's $100 donation. Janet and Tim want the $100 to apply to Janet's pledge. Some options to accomplish this are:
- Pay someone else's pledge in The Raiser's Edge: In this example, apply Tim's donation to Janet's pledge as a payment. The gift will be a Pay-Cash on Tim's record and Janet can be soft credited for it.
- Write-off the portion of the pledge for the amount that was soft credited: In this example, write-off $100 from Janet's pledge to reflect Tim's gift. You can still soft credit Janet on the gift. The gift will be a Cash type on Tim's record. (Note: This is good option if you want to keep pledges and payments on the same constituent record.)
- Enter the gift for the constituent where the pledge is entered: In this example, enter the gift on Janet's record and apply a soft credit for Tim. (Note: Best practice is to enter the gift on the "check writer's" constituent record. This scenario should only be done in cases where the donors are linked, such as spouses/partners, family members, or business partners, or otherwise directed specifically by the donor.)