Hello all,
We have a recurring issue with our playbill due to soft crediting and any feedback would be appreciated!
Here is the background -- We have a community foundation in our city and a lot of our major donors give to the community foundation who manages their money and then the donor directs the community foundation on how to allocate their money. When we get the checks, we have been entering the contribution under the community foundation and soft crediting the donor who originated the contribution.
Now, here is where the problem lies -- When we pull lists for our playbills, each section is divided out by giving amount level. We do not want to credit the community foundation for listing purposes since it is not really THEIR money, but since the contributions are entered under their account for accounting reasons, it recognizes them at an incorrect amount.
Is there a good report that shows soft credits clearly or that recognizes giving level with soft credits lumped in?
I hope this makes sense! Thanks in advance!
Development > Current Constituent Giving from a List is my goto report for sorting out various kinds of soft credit relationships. It requires a list to get started.
That said, my organization set up TY (this year) and LY (last year) annual fund attributes including specified types of creditee/creditor contributions (e.g. not including "in honor of" and "in memory of" soft credits). For a purpose like you suggest, we're more likely to make our list based off the attribute than to make a comprehensive list, divide it up in excel, then import the segments. I'm just suggesting the report to help you sort out your needs, but that in the long run, a few soft credit attributes aligned with our typical needs have worked out really well for us.