Use this procedure to enter a Soft Credit for a donor’s gift. A relationship must already exist between the donor and the individuals or organizations who will receive the soft credit.

To enter a soft credit:

  1. Select Contacts > Individuals
  2. Highlight the donor’s name and select Manage Contact
  3. Select the Financial tab, and then the Transaction tab
  4. In the Transaction page, highlight the Transaction ID of the gift for which you want to enter a soft credit and click Manage
  5. Click Edit and select Adjust
  6. Select the Soft Credit tab

    Note: If necessary, click New to create a relationship between the donor and the individuals/organizations who will receive the soft credit.
    Note II: These steps only apply to gifts that were not made through an event or form.

  7. Enter the soft credit details
  8. Click Save