Dealing with Soft Credits and Cont. Total in Solicitations

HI Melissa,

We have the same issue, but have worked around it by leaving the Solicitation in the Individual account, but filling out the Recd (Recorded Amount) field and adding a note in the Notes section that the donor paid through their foundation.  It works for us because we use Solicitations mainly as a portfolio monitoring tool, not so much for financial planning so the lack of Cont. Total amount isn’t a huge deal for us.

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Malone
Sent: Monday, September 16, 2013 3:01 PM
To: Christine Pellerin
Subject: [Tessitura Development Forum] Dealing with Soft Credits and Cont. Total in Solicitations

Hi!

We are wondering how others handle Soft Credts(Creditees) and Cont. Total in Solicitations.

When we receive a gift, for an Individaul from a Family Foundation, we enter the gift in the Foundation record and make the Individual a creditee.  The Solicitation is in the Individuals record, but since the gift is in the Family Foundation record, the Cont. Total in the Solicitation does not reflect the gift amount. In order to pull reports we would like the Cont. Total to reflect the gift amount.  Does anyone deal with this, in a way other than by putting the Solicitation in the Family Foundation record?

Thanks,  Melissa

LA Philharmonic

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This is great. 

Thanks for all the input.

Melissa

Thanks, Beth--that's a great tip! I will definitely have to play with that some more. Issues with the cont. total aside, being able to associate others to a Plan through steps will definitely come in handy.

Matthew - 

We are also anxiously awaiting v12 - as we are looking to attached all different sorts of contributions to a single plan.

I've done some work in the sandbox as well - and found a possible solution for seeing plans and credits in both your individual and foundation accounts (for example).

We've moved to a process where the solicitation (plan) sits on the account where we expect to get the money (lilke a foundation, for example). In v12, when you add in the individual as part of a step (using the Associate ID) - then the plan will suddenly appear in that individual's account as well. Think of it like a "soft plan" :)

Example: If you go into the sandbox, you can see that the real plan I created is on account #70359, but it shows in accounts #70328 and #70363. These were Associate IDs added to Steps in the Plan. Merely putting in a Relationship to the foundation, nor putting an Initiator on a gift attached to the Plan does NOT get the plan in their account.

So, in short, if you can start to track solicitations in the payee account in v11, then in v12 you can add in your creditee via a step, and then see the Plan from the creditee's account. (At least that was my finding in the sandbox...)

Beth

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