Soft Credits

The donation module contains a system for tracking donation soft credits. The kinds of things that this can do for a development department:

This will allow you to enter any number of soft credits for to any number of other patrons for a gift given by one person. For example: If I give $500. You can assign a soft credit in any of the following manners

assign $500 to person A
split it between person A and B
allocate most to person A, some to person B and C
allocate $500, to person A, B and D and only $150 to person G. In other words, very flexible
If the original gift includes a matching gift, you can decide on a per person basis, if their soft credit should also include the matching gift.

Eg. I give $500, my company matches $350. You can assign a soft credit of $500 or $850 if you wish.

You can edit soft credits after the fact, if you don't like the original allocation. And you can change the allocation at any time. In this version, the allocation process is manual.

When producing the program listing, Theatre Manager lets you determine if you want to include soft credits in the summary, just like you can optionally include matching gifts.

Theatre Manager keeps totals for current soft credits, prior year soft credits, total soft credits, just like it does for actual donations. Thus, you can find people who had soft credits last year but not this, etc.

Almost all the donation reports have been enhanced to show the soft credit data.

1. Click Insert.
   
   
   
   

   Patron #	This is the Patron account that you wish to add a soft credit for. You can use the button to access the list of records to find the patron.
   Soft Credit	This is the amount of the soft credit that you wish to add. This assigns a giving level to the credit.
   Campaign	This allows you to set the soft credit for a different campaign than the original donation. This allows you to have a corporate donation, but the person who solicited the donation will be getting the soft credits, which can appear on an individual campaign
   Program Year	Allows you to determine which program year this soft credit will apply to. This is the year that this soft credit will appear in the Program Insert.
   Include matching gift amount...	This allows you to determine whether or not to include the matching gift amount when determining program list recognition.

   
   

2.  Alter the values as you require. Click Save.