A soft credit donation is a way to recognize someone for a donation they didn’t directly make, but influenced or facilitated.
For example, if a donor gives through a foundation, business, or on behalf of someone else, the original donor gets the hard credit (financial credit), while the person being acknowledged gets the soft credit.
Soft credits are important for tracking donor relationships and recognizing supporters appropriately.
Below are the steps to set up and process soft credit donations.
For example, if a donor gives through a foundation, business, or on behalf of someone else, the original donor gets the hard credit (financial credit), while the person being acknowledged gets the soft credit.
Soft credits are important for tracking donor relationships and recognizing supporters appropriately.
Below are the steps to set up and process soft credit donations.
First, make sure the soft credit donation type is turned on under SETUP > DONATIONS > DONATION TYPES.
Next, navigate to BOX OFFICE > BOX OFFICE > DONATION to create the donation.
Set the Contribution Type to Single Contribution - Soft Credit, and next to Soft Credit Account, click the green LOAD ACCOUNT button to search for or create the account that will receive the soft credit.
Once you’ve completed the rest of the donation details, click ADD DONATION to finalize the entry.
On the next screen, search for the account associated with the donation, complete any remaining checkout details, and proceed with processing the order.
If the options are selected during checkout, the donor will receive the confirmation email, while the soft-credited individual will receive the Thank You email.
Important Note
The donation will appear on both the donor's and the soft-credited patron's accounts in reporting, which may result in duplicate entries. In reports under the Donation Types field, the donor will be listed as the HardCredit while the patron that is being soft credited will be listed as SoftCredit.