Soft credits to donor when family members - other than spouse - are paying on pledge

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Bob Hickey
Bob Hickey ✭
Tenth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone have an efficient and audited way of managing soft credits to a donor record when the donor's family members make payments on that pledge? The donor's family members do not live in the same house and are not the spouse.



I can understand crediting the family member who makes each payment, but unsure of how to treat the record of the donor who made the original pledge.



Thanks everyone.
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Bob,



    If we had that situation, I would apply payment to the pledge but not soft credit the original donor with the payment. That's based on our use of SC and how we define them.  It does leave donor gift record a bit blank as it doesn't show payment on the gift tab in normal view but balance would be correct and one can see payments applied by opening pledge.



    To me it's 'efficient,' don't know that it's 'audited'.  Have done in a couple of cases and never had an issue with our auditors.



    My 2 cents...
  • Nicole S
    Nicole S ✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    We actually do SC the original donor because, as JoAnn says, it can leave the record a little blank not to.  It was maddening for some people to see a pledge paid down and not see a gift.  It's also in line with how we have defined our soft credits.  Also never had a problem.



    So I guess the answet depends on how you use and define soft credits at your organization.



    You can SC the original donor but make the SC amount $0.
  • Catherine Avena
    Catherine Avena ✭
    Ancient Membership First Reply
    Per IRS regulation, the writer of the check should give hard credit for the whole amount - that means they should get the tax letter. You can enter the gift in the donor's record (who wrote the check) then soft credit and apply the gift towards the pledge the donor wanted to pay for.



     

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