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

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

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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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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

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

Follow Us: 

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

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!