What is a TeamRaiser Soft Credit and how do I use it?

Anonymous Blackbaud User

Reassigning donations in TeamRaiser is now being done through a change to the Soft Credit for the Donation.

The "Change Soft Credit" link allows you to move credit for a donation from the current donor (if any) to any of the following: a TeamRaiser Participant, a TeamRaiser Team, a TeamRaiser Event, or a Tributes Fund.

Change soft credit for a gift as follows:

1. Find the transaction either through the Transaction tab of the constituent record or through Fundraising > Transactions.

2. Click the "Change Soft Credit" link to open the first screen.

3. Select where you would like to move the soft credit for the gift by clicking one of the following:

- TeamRaiser Participant

- TeamRaiser Team

- TeamRaiser Event

- Tributes Fund

4. Click the Search button to view the list that corresponds to your selection. For example, you might be moving a donation that was made directly to your fundraiser to a participant, so the TeamRaiser Participant list would open.

5. Click Select in the Action column beside your specific target.

6. On the page that opens, confirm that soft credit for this gift will be reassigned correctly.

7. Click Finish to complete the change and return to the Transaction List page.