Soft Credits in Receipts

Nikki Caldwell

Hi-

When donors pay their final payment on their pledge, we send them a "final payment letter" which we run as a mail merge through Receipts.  However, if we have a soft credit on the record (their gift is paid by someone else on their behalf), and we have the gift on a different record but soft-crediting the original donor, those letters do not show up.

We run these based on a merged query that was created.  Is there a way for these letters to show up?

In these cases, we put the payment in the record of the donor who actually paid the gift, and apply it to the pledge for whom we are soft-crediting the gift.

Does that make sense?  Is there a fix?

Joshua Bekerman bCLO bCRE

Nikki Caldwell:

Hi-

When donors pay their final payment on their pledge, we send them a "final payment letter" which we run as a mail merge through Receipts.  However, if we have a soft credit on the record (their gift is paid by someone else on their behalf), and we have the gift on a different record but soft-crediting the original donor, those letters do not show up.

We run these based on a merged query that was created.  Is there a way for these letters to show up?

In these cases, we put the payment in the record of the donor who actually paid the gift, and apply it to the pledge for whom we are soft-crediting the gift.

Does that make sense?  Is there a fix?

This might depend on the query you are using.  What type of query are you using (constituent? gift?) and do they show up in the query results?  (in other words, are they even reaching the Receipts function?) 

It probably also depends on the Receipts function, but I don't use it and don't have access to RE right now to test it.  Either way I would start with making sure the query includes the records you need.  

 

JoAnn Strommen

Nikki Caldwell:

Hi-

When donors pay their final payment on their pledge, we send them a "final payment letter" which we run as a mail merge through Receipts.  However, if we have a soft credit on the record (their gift is paid by someone else on their behalf), and we have the gift on a different record but soft-crediting the original donor, those letters do not show up.

We run these based on a merged query that was created.  Is there a way for these letters to show up?

In these cases, we put the payment in the record of the donor who actually paid the gift, and apply it to the pledge for whom we are soft-crediting the gift.

Does that make sense?  Is there a fix?

Nikki,

Don't think there's really a 'fix' when using receipts. As I understand, only the record with the gift is going to pull into the mail merge for a receipt.  And once the gift is marked as receipted you can't run another receipt unless you manually change receipt to 'not receipted.' 

A work-around might be to run the receipt as you are doing and run the letter to the SC record through donor acknowledgement.  Here you have the option to pull the SC recipient for the letter (could do both the hard credit and soft credit using acknowledgement but then you don't have the receipt functions - I know some orgs do this type of receipting without using Mail > Receipts.)  I run Receipts and then if a second letter is needed, I use Donor Acknowledgement opting for the SC record (essentially same letter without $/tax statement).  Just a thought...