- Add a gift with a gift type of Other for the appropriate amount. For example, if a staff member has given $500 and needs to appear at the $1500 level, enter an Other gift of $1000.
Note: This method has the potential to artificially inflate your financial reporting, so ensure that financial reports always exclude the Other gift type.
- Soft credit the constituent with the appropriate amount. Run the Donor Category Report with Soft Credit to Both selected.
Note: A soft credit must have a corresponding hard credit.
- Add a gift attribute to the gifts not to be included in the final total. On the attributes tab of the report, choose to Exclude gifts with these attributes
- Create a custom Crystal Report to show the same information, but using the total giving by the constituent or an attribute placed on their record to show the new giving level.
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