QuerySoft Credit only for certain records

Susan Chomsky

Is there a way to specify to include soft credit (both records) in a query only for specifit gifts. I need to include the soft credit gift info for our Donor Advised Funds but not Individual Records and the query is for Gifts of $1000 and up for last Fiscal Year.

John Heizer

Susan, I'm assuming that what you're looking for are Individual donors who have made a gift of $1000 or more either personally or through a donor advised fund but you don't want to see Soft Credit spouses in the query.  If that's an incorrect assumption then just ignore the rest of this.



This is a common problem for folks using RE.  How I (and several others) have worked around this is to include only the Head of Household when both are full Constituents.  I have a "master query" that I use as a source for other queries (in the Query use Tools > Query Options ... > Record Processing tab > Select from query) and you can see a screen shot of the Query criteria in this thread https://community.blackbaud.com/forums/viewtopic/158/16896?post_id=65504#p65504.  Then set Tools > Query Options ... > Gift Processing tab > Soft Credits to Both > Use amount in grid.  That gets the Soft Credit money from the DAF included and if there's one payment split across multiple Constituents (like United Way) gets the correct amount applied.  The Query results will include the DAF Organization records which you can exclude, if you need, either by Constituent Code Not One Of (if you have that for the DAF records) or Key Indicator = Organization.



If you are also going to Export the end result and don't mind seeing the Soft Credit spouses in the source Query for the Export you can skip Head of Household master Query and filter the Export with Head of Household Processing on General tab of the Export.

 

Susan Chomsky

 

John,

Thank you for your reply. . . . however, when we did our conversion the DAF gifts were in the issuing compnay record so rather than deleting and re-entering each gift I created new org records for each DAF and soft credited the gifts appropriatly. Moving forward we have entered the gift to the new DAF record and soft credited the issuing company. So when running querys I need to include BOTH for the soft credit and hard credit entry to  populate.

Then when our president's company gives a gift we soft credit her but don't want her soft credit entries to show in the query/export. So what I want to do is specify soft credit gifts for FUND=DAF  be included but no others.  Is that possible?



 

 

John Heizer

Susan Chomsky:

 

John,

Thank you for your reply. . . . however, when we did our conversion the DAF gifts were in the issuing compnay record so rather than deleting and re-entering each gift I created new org records for each DAF and soft credited the gifts appropriatly. Moving forward we have entered the gift to the new DAF record and soft credited the issuing company. So when running querys I need to include BOTH for the soft credit and hard credit entry to  populate.

Then when our president's company gives a gift we soft credit her but don't want her soft credit entries to show in the query/export. So what I want to do is specify soft credit gifts for FUND=DAF  be included but no others.  Is that possible?



 

 

 

If how your Soft Credits are entered isn't consistent then I don't think you'll be able to get accurate reports without creating some very complex custom reports.

Christina Swiszcz

I use the Gift subtype field to designate gifts from a donor-advised fund or philanthropy account. You could use that field in your query to pull out only those gifts. You may have to create more than one query and merge them in order to get all the records you are looking for. One query would be the soft credit DAFs, and the other query would be all the others, which sounds like it would be only the hard credit donors, based on what you described. Then you could merge the queries and export the results.