November's Stuff You Need to Know Forum Contest

David Springer

Hi, Raiser's Edge Community!


November's Stuff You Need to Know resources are all about Soft Credits and Matching gifts in Raiser's Edge. Now that you've seen a few of our favorite resources, we'd like to hear from you! 


What are some of your favorite tips and tricks for making the most of Soft Credits and Matching Gifts? What handy tools or resources do you use to ensure they're accurate in your queries, exports, and reports? The tip or resource that receives the most likes by the end of the month wins this month's Forum Contest and eternal Community-wide glory! We'll be accepting submissions all month, but the sooner you post, the longer your suggestion will have to get likes.


For more great tips, please join me and special a special guest co-host later this month on the 23rd for a Live Chat about soft credits and matching gifts. We'll be sharing some handy tips and then hosting a Q&A. We'd love to see you there!

Joanne Felci 2

Super excited about this month's Need to Know as soft credits are abundant at Fenway Healthcare - and the bane of my existance


The best tip I got was when creating a query based on giving make sure to go to Tools --> Query Options --> Gift Processing (tab) and Credit Soft Credits to Both selecting Use amount in grid


If doing a summary of gift in an export, select the same thing on the lower right of the general tab within the gift details of the summary (and any gifts you are exporting as well)

James Kew

Despite Raiser’s Edge’s Gift-Type nomenclature of MG Pledge and MG Pay-…, we don’t view a Matching-Gift Pledge as the same kind of animal for accounting purposes as a Pledge: A Pledge is a donor’s commitment suitable for recording on the general ledger as a receivable; an MG Pledge simply represents an application to a donor’s employer for a matching gift, which it’s free to accept or reject.  So while we certainly use the MG Pledge and MG Pay- functionality to track our matching-gift expectancies and fulfillments, we do not transmit MG Pledges to the general ledger.  For MG Pay- entries, we set up each Fund’s debit and credit account numbers on the GL Distributions tab to be identical to the numbers we use for outright gifts, so an MG Pay- item fulfills an MG pledge in Raiser’s Edge, yet registers as an outright gift in the financial accounting system.