Pulling soft credit recipients

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April SargentCouch
April SargentCouch ✭
Tenth Anniversary Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion

I'm building a constituent query of Key Code = Individuals who have given a gift since 9/1/13. Is it possible to also pull soft credit recipients who are individuals for gifts given by other individuals or organizations?

 Thanks!

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    April Sargent-Couch:

    I'm building a constituent query of Key Code = Individuals who have given a gift since 9/1/13. Is it possible to also pull soft credit recipients who are individuals for gifts given by other individuals or organizations?

     Thanks!

    April,

    You can try when in Query:  Tools > Query Options > Gift Processing > Credit Soft Credits to ___  check the box for both. 

    While it looks like it works for me (I just looked for one SC donor who's gift came from an org) you may have to do some tweaking to get those who gave to an organization - a separate set of criteria using ( ) or a separate query. 

  • Michael Sherman
    Michael Sherman ✭
    Ancient Membership Facilitator 1 Photogenic
    JoAnn Strommen:

    April,

    You can try when in Query:  Tools > Query Options > Gift Processing > Credit Soft Credits to ___  check the box for both. 

    While it looks like it works for me (I just looked for one SC donor who's gift came from an org) you may have to do some tweaking to get those who gave to an organization - a separate set of criteria using ( ) or a separate query. 

    What JoAnn said! I do this all the time. Make sure you select "Use amount in grid" if you have more than one softcredit recipient for an organization's gift. Otherwise, you will get the full amount of the gift credited to each recipient.

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