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Dealing with Soft Credits and Cont. Total in Solicitations

Melissa Malone
$organization

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

Parents
  • $organization
    We had a similar issue. We wanted to include people who were "credited" for gifts as well.

    We had our DBA build custom list criteria and outputset elements to include Soft Credits. I have Contribution w/ SC, Fund w/ SC, Total Giving w/ SC, etc.

    Another option might be to have custom element that pulls the value of the "Recorded Amount" in a list or output set 

    Thanks, 

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    500 W Pershing Rd
    Kansas City, MO 64108
    816-931-2232
    www.kcballet.org
    From: Tessitura Development Forum [forums-development@tessituranetwork.com] on behalf of Melissa Malone [bounce-melissamalone3834@tessituranetwork.com]
    Sent: Monday, September 16, 2013 1:02 PM
    To: Marie Kocher
    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!
Reply
  • $organization
    We had a similar issue. We wanted to include people who were "credited" for gifts as well.

    We had our DBA build custom list criteria and outputset elements to include Soft Credits. I have Contribution w/ SC, Fund w/ SC, Total Giving w/ SC, etc.

    Another option might be to have custom element that pulls the value of the "Recorded Amount" in a list or output set 

    Thanks, 

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    500 W Pershing Rd
    Kansas City, MO 64108
    816-931-2232
    www.kcballet.org
    From: Tessitura Development Forum [forums-development@tessituranetwork.com] on behalf of Melissa Malone [bounce-melissamalone3834@tessituranetwork.com]
    Sent: Monday, September 16, 2013 1:02 PM
    To: Marie Kocher
    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!
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