Pulling Soft Credit Recipients

Diane Zempel

I need to pull a list of constituents who received soft credits, who it was from and the SC date. I can report on donors and pull in anyone who received a SC from them, but not the other way around. Example: John Doe was soft credited for $6,000 in 2016. $2,000 from his business on XXX date, $2,000 from his donor advised fund on XXX date and 2,000 from his partners constituent record on XXX date. Any ideas?

 

Tom Klimchak

One quick way to put together this list would be to create a GIFT query that finds all gifts with the Soft Credit Recipient ID not equal to Blank.


For output you could list the Soft Credit ID and Name as well as the Gift Amount (or Fund Split Amount), Gift Date, and then use the gift's Constituent fields for the Hard Credit donor info.


This will gift you a big list of "soft credit" gifts.  You could then Export it out to Excel and summarize or you could build a Pivot Report.


Does that help?

Aaron Rothberg

Hi Diane-


You can build a Gift Query and in the Critera Tab include Soft Credit Recipient Name equals John Doe. Then for the output tab include Constituent Name, Gift Amt, Gift Date, Soft Credit Recipient Name. You should get a list of gifts where John Doe received soft credit, something like this:


JD Foundation $5000 3/3/16 John Doe

Fidelity Investments $1000 4/1/17 John Doe

Lloyd Flower Shop $50 5/2/17 John Doe


The problem with this approach is you cannot tell if the Soft Credit Recipient received soft credit for the entire gift or a portion of the gift. You also might want to use a query to view the constituent's value for NAME since you'll have to type that in exactly as it appears for the Criteria [Soft Credit Recipient Name equals] and get the formatting exact (John A. Doe versus John Doe).


Edit: OOPS. What Tom said above. 

Diane Zempel

Aaron Rothberg:

Hi Diane-


You can build a Gift Query and in the Critera Tab include Soft Credit Recipient Name equals John Doe. Then for the output tab include Constituent Name, Gift Amt, Gift Date, Soft Credit Recipient Name. You should get a list of gifts where John Doe received soft credit, something like this:


JD Foundation $5000 3/3/16 John Doe

Fidelity Investments $1000 4/1/17 John Doe

Lloyd Flower Shop $50 5/2/17 John Doe


The problem with this approach is you cannot tell if the Soft Credit Recipient received soft credit for the entire gift or a portion of the gift. You also might want to use a query to view the constituent's value for NAME since you'll have to type that in exactly as it appears for the Criteria [Soft Credit Recipient Name equals] and get the formatting exact (John A. Doe versus John Doe).


Edit: OOPS. What Tom said above. 

Hey, great minds think alike, right?