Looking at Soft Crediting when querying

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Karen Lewis
Karen Lewis ✭
Tenth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
At the moment, when we send out appeals to our database we choose not to look at soft crediting in our queries, even though the queries are looking at giving history, as there is some soft crediting on various constituent accounts related to certain appeals that we use and we dont want the recipient soft credits to be included in the queries as it is based on giving and this is not actual donations received by the recipients.



However, we would like to use soft crediting in our query criteria when sending out appeals as we feel you dont get a true picture of constituent's giving history (especially if they give via their business or charitable trust which is always soft credited to the individual).



Does anybody have any good ideas for overcoming this - many thanks
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  • Gina Gerhard
    Gina Gerhard ✭
    Ancient Membership Facilitator 3 Photogenic
    Karen - Not quite sure I understand your question "any ideas for overcoming this" - do you mean how do you sometimes include soft credits in queries and sometimes not?



    In both a constituent and a gift query, the option for setting hard/soft credits is somewhat obscure.
    • In query, go to your top menu and choose Tools/Query Options.
    • In the Gift Processing tab, here's where you select your soft credit options.
  • Sarah Stout Miller
    Sarah Stout Miller ✭
    Ninth Anniversary First Reply
    With a consultant we decided to always hard credit the constituent you want to see on reports. We created a "name on check" gift attribute that is required to record who the money came from, and then you can also soft credit the organization. This has really helped with the constituents such as trustees who are reoccuring donors but give through their business, personal, and foundation accounts. I don't know if this is the type of issue you are talking about....but I imagine you don't want to send joe schmoe 3 appeals at his three different businesses. This system avoids that scenario, but you do have to go in and do some manual corrections to lists.
  • Karen Lewis
    Karen Lewis ✭
    Tenth Anniversary First Reply
    Hi



    We want to omit some of the recipient soft crediting that is against certain appeals.  By choosing the option from 'tools', it will include all or omit all soft crediting if that is the box that is ticked.
  • Jennifer McHale
    Jennifer McHale ✭
    Ancient Membership Facilitator 1 Photogenic
    I'm not sure if I'm answering this correctly or not - but we sometimes use Do Not Solicit codes on the record we don't want to send appeals to. Then we add a note on the record explaining that we send through the home, business, foundation address, etc.
  • Karen Lewis
    Karen Lewis ✭
    Tenth Anniversary First Reply
    Sorry - no its not.  We are looking at the gift history (gift query).   Thanks anyway.
  • Candace Chesler
    Candace Chesler ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic

    Karen Lewis:

    Hi



    We want to omit some of the recipient soft crediting that is against certain appeals.  By choosing the option from 'tools', it will include all or omit all soft crediting if that is the box that is ticked.

    Karen - if I am understanding your question - you have 10 appeals that you want to include in your results.  Five of those appeals you DO want to include soft credit information - but on the other five you do NOT want the soft credit information.  Correct?  

    If that is the case - would it work to write two queries - one that includes the appeals that you DO want soft credit information, and a second query that includes the appeals you do NOT want soft credit information.

    Then - you could merge the queries.

    Would that get you the results you are looking for?

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