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!
Hi Anna -
This can be so tricky! We've tried various things, but what we've discovered works best for us is using memberships to drive our playbill donor listings. During the gift entry process we can assign a membership to the soft creditee (if that constituent should be recognized), or simply soft credit without a membership (if the legal donor should be recognized for the gift). Membership levels correspond to the donor listing levels in our playbills.
Give me a call (203/571.1131) or email (kgloor@westportplayhouse.org) if you want to chat about it, and I'll be happy to share more information (or, more likely, put you in touch with our incredible associate who handles the process).
Good luck!
-Kat