Soft Credits in Queries and Exports for Annual Reporting Purposes

Shelby McNabb

Hi Everyone, 


I am having an issue with pulling a report on all of our donors who have given $25,000 or more in the past 10 years. The problem is that I have to query using the "summary giving" field. Including all of their individual gifts and totalling them would be too complicated given the fact that our time-frame is so long. This creates a problem for soft credits. I cannot figure out how to include people whose giving is split up between a hard credit and a soft credit. For example, maybe they gave $10,000 that is hard credited to them. Then they gave $15,000 through Fidelity and so they are soft credited on that gift. This totals $25,000 so I want them included on my list, but even when I click to include both donor and soft credit, I still cannot get my query to incldue these people. 


Has anyone else ever run into this issue? 

Cathy Spencer

Following. That sounds tricky to me!

JoAnn Strommen

To me you should be able to pull this with summary gift amount criteria in a query. If you set the query to include SC it should work if I'm understanding (Tools> Query Options > Gift Processing > Both). It may pull in Fidelity if they meet the other criteria too but then just edit them out.

Alan French

Are you including the right gift types in your summary? Like JoAnn, I would have expected this to work unless there was something else excluding them from the query - I've just tested it on my own record and it's giving me the expected result with and without soft credits.

Liz Ryan

Shelby McNabb:

Hi Everyone, 


I am having an issue with pulling a report on all of our donors who have given $25,000 or more in the past 10 years. The problem is that I have to query using the "summary giving" field. Including all of their individual gifts and totalling them would be too complicated given the fact that our time-frame is so long. This creates a problem for soft credits. I cannot figure out how to include people whose giving is split up between a hard credit and a soft credit. For example, maybe they gave $10,000 that is hard credited to them. Then they gave $15,000 through Fidelity and so they are soft credited on that gift. This totals $25,000 so I want them included on my list, but even when I click to include both donor and soft credit, I still cannot get my query to incldue these people. 


Has anyone else ever run into this issue? 

Maybe try selecting the radial button to credit the "DONOR" for these gifts, I believe on the general or first tab  of the report parameters.  This is one of the reasons that I 

'hard credit' the donor and  soft credit the financial institution, so I can pull in the donors.  good luck :-)

Aaron Rothberg

Hi Shelby-


The issue you describe above is the exact reason we hard credit donors that give through DAFs. As long as you capture the name on the check (we use a gift attribute) you can easily reconcile with the business office.


See my reasoning about eight comments down in this thread.

Kristine Marvin

Shelby McNabb:

Hi Everyone, 


I am having an issue with pulling a report on all of our donors who have given $25,000 or more in the past 10 years. The problem is that I have to query using the "summary giving" field. Including all of their individual gifts and totalling them would be too complicated given the fact that our time-frame is so long. This creates a problem for soft credits. I cannot figure out how to include people whose giving is split up between a hard credit and a soft credit. For example, maybe they gave $10,000 that is hard credited to them. Then they gave $15,000 through Fidelity and so they are soft credited on that gift. This totals $25,000 so I want them included on my list, but even when I click to include both donor and soft credit, I still cannot get my query to incldue these people. 


Has anyone else ever run into this issue? 

I would look into using Export instead of Query for soft credits. You have much more control and what gifts you are pulling and can change the soft credit output for each gift field if you want. 

Isaac Comer

Shelby McNabb:

Hi Everyone, 


I am having an issue with pulling a report on all of our donors who have given $25,000 or more in the past 10 years. The problem is that I have to query using the "summary giving" field. Including all of their individual gifts and totalling them would be too complicated given the fact that our time-frame is so long. This creates a problem for soft credits. I cannot figure out how to include people whose giving is split up between a hard credit and a soft credit. For example, maybe they gave $10,000 that is hard credited to them. Then they gave $15,000 through Fidelity and so they are soft credited on that gift. This totals $25,000 so I want them included on my list, but even when I click to include both donor and soft credit, I still cannot get my query to incldue these people. 


Has anyone else ever run into this issue? 

You write "in Queries and Exports".  If you mean that you're doing this using a Query and Export then you'll need to be sure that you're specifying the same sort of soft crediting in both the query and the export.  In a query, to include soft credits, you have to go up to the Tools pull down menu: Tools -> Query Options, Gift Processing.  Then you probably want to choose Both, Full amount to all.


But then in the Export, in its summary giving section, you'd need to do the same thing-- again specifying that both the donor and the recipent should receive full credit for the donation.


Of course this does have the negative side effect that you'd double count any gifts that came through an organiztion that wrre soft credited to an individual.