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Soft Credits for Playbill

Anna Potts
$organization

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!

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  • $organization
    Please share if you can the view that you are using.

    --Tom

    On Wed, Dec 3, 2014 at 7:11 PM, Tessitura Development Forum wrote:

    Hi Christopher,

    I don't think there's any easy way in List Manager to evaluate both regular gifts and soft credits without the institutions. At least, not without manually editing.

    This comes up frequently enough that we set up custom list criteria and output set elements to evaluate soft credits and regular gifts together. I know others have done the same, or something similar. I'm happy to share more details on our setup if you like. Basically you just need a custom SQL view, and then you build on top of that. Our approach isn't all that complicated but you would definitely need to enlist your organization's DBA to help you.
    From: Christopher Adriance
    Sent: 12/3/2014 3:08:59 PM

    Hi all,

    I was just about to post a similar question! My issue comes up when I pull leads for our Telefunding campaigns. It doesn't happen too often but occasionally, a donor gets pulled as being lapsed (since their last "hard" gift was a couple years ago) but their giving record shows that they give recently and regularly through community foundations. Is there anyway in List Manager to pull donors with soft credited contributions (and not pull the institution)? It's really a huge problem for us when we have to pay more commission on gifts that pull as lapsed when in all reality they are current donors.



    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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  • $organization
    Please share if you can the view that you are using.

    --Tom

    On Wed, Dec 3, 2014 at 7:11 PM, Tessitura Development Forum wrote:

    Hi Christopher,

    I don't think there's any easy way in List Manager to evaluate both regular gifts and soft credits without the institutions. At least, not without manually editing.

    This comes up frequently enough that we set up custom list criteria and output set elements to evaluate soft credits and regular gifts together. I know others have done the same, or something similar. I'm happy to share more details on our setup if you like. Basically you just need a custom SQL view, and then you build on top of that. Our approach isn't all that complicated but you would definitely need to enlist your organization's DBA to help you.
    From: Christopher Adriance
    Sent: 12/3/2014 3:08:59 PM

    Hi all,

    I was just about to post a similar question! My issue comes up when I pull leads for our Telefunding campaigns. It doesn't happen too often but occasionally, a donor gets pulled as being lapsed (since their last "hard" gift was a couple years ago) but their giving record shows that they give recently and regularly through community foundations. Is there anyway in List Manager to pull donors with soft credited contributions (and not pull the institution)? It's really a huge problem for us when we have to pay more commission on gifts that pull as lapsed when in all reality they are current donors.



    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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