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:
- Select Contacts > Individuals
- Highlight the donor’s name and select Manage Contact
- Select the Financial tab, and then the Transaction tab
- In the Transaction page, highlight the Transaction ID of the gift for which you want to enter a soft credit and click Manage
- Click Edit and select Adjust
- 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.
- Enter the soft credit details
- Click Save