Connect Constituents to a Gift - Without Soft Credit

Elizabeth Krischer

Is there a good option in The Raiser's Edge to link constituents to a gift that they should not be soft-credited for? For example, if John Smith works for Smith Industries, and Smith Industries gives $10,000 without any input from John Smith, our organization would still like to see that when pulling information about John Smith. (Especially if John Smith is a non-donor, we want to see that his company still gave.)

I've been pulling all the constituents separately and manually connecting their giving in Excel, but this has been painful.

Is there anything I can work with besides soft credit and solicitor?

Thanks,

--Elizabeth

JoAnn Strommen

Elizabeth Krischer:

Is there a good option in The Raiser's Edge to link constituents to a gift that they should not be soft-credited for? For example, if John Smith works for Smith Industries, and Smith Industries gives $10,000 without any input from John Smith, our organization would still like to see that when pulling information about John Smith. (Especially if John Smith is a non-donor, we want to see that his company still gave.)

I've been pulling all the constituents separately and manually connecting their giving in Excel, but this has been painful.

Is there anything I can work with besides soft credit and solicitor?

Thanks,

--Elizabeth

 [quote user="Elizabeth Campbell"] Is there a good option in The Raiser's Edge to link constituents to a gift that they should not be soft-credited for?[/quote]

[:S] A good option other than SC or solicitor, no.  If John Smith is an employee vs. owner/partner with Smith Industries you're right from my perspective not to SC him.  And if you're using solicitor function correctly, he's not the solicitor. 

[quote user="Elizabeth Campbell"](Especially if John Smith is a non-donor, we want to see that his company still gave.)[/quote] 

Do you mean is part of ownership by saying "his" or just that they are his employer?

Only option I can suggest that there is an employer/employee relationship between John Smith and Smith Industries.  Then create an export with your gift info that also lists all the employee relationships.  Seems like a lot of work for the value of the data you'll glean. 

 If he's an employee,  in answer to above question, I don't see a high value in knowing his employer gave.  That's just my opinion.

 

Elizabeth Krischer

JoAnn Strommen:

 [quote user="Elizabeth Campbell"] Is there a good option in The Raiser's Edge to link constituents to a gift that they should not be soft-credited for?[/quote]

[:S] A good option other than SC or solicitor, no.  If John Smith is an employee vs. owner/partner with Smith Industries you're right from my perspective not to SC him.  And if you're using solicitor function correctly, he's not the solicitor. 

[quote user="Elizabeth Campbell"](Especially if John Smith is a non-donor, we want to see that his company still gave.)[/quote] 

Do you mean is part of ownership by saying "his" or just that they are his employer?

Only option I can suggest that there is an employer/employee relationship between John Smith and Smith Industries.  Then create an export with your gift info that also lists all the employee relationships.  Seems like a lot of work for the value of the data you'll glean. 

 If he's an employee,  in answer to above question, I don't see a high value in knowing his employer gave.  That's just my opinion.

 

Thanks, JoAnn. I agree with you, but it's what our leadership is requesting. I think you're right that the best way will be via Relationships and not Gifts.

Thank you for your input!