Soft Credit amount

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Jessica Smith 4
Jessica Smith 4 ✭
Ninth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi all,

I am wondering how everyone enters their soft credit amounts. Currently our school automatically soft credits spouses for gifts with a 0.00 amount so that when we are looking at married alumni or parents who have given we can count both as giving. (i.e. Mr. Brown gave so Mrs. Brown also gave) We also 0.00 soft credit a constituent if they give through their business. 


When we do reports we just have to remember to adjust the soft crediting to account for if we are looking at monetary totals or # of givers total. At times I wonder if we are adding extra work by going into every soft credit gift and changing the amount to 0.00 if we can adjust reports and stuff for crediting donor only, splitting amounts etc. The main concern is not inflating total dollar amounts received with soft credits. 


When you soft credit someone, what amount do you use and what tips do you have for reporting when soft credits are present?


 
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    We SC for full amount of gifts.  Our financial reports generally are only reporting on hard credits. We used query/report options to credit gifts to HC/SC/both for reports when needed.  It works for us but I know we do not do as much of this type of reporting as some orgs do.


    For us, SC at $0 for business owner doesn't really give us the accurate donation history we may be looking for.

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