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!
Happy to share. My approach is relatively simple. If there's any credit on a gift, our custom view returns the ID of the creditee instead of the constituent the contribution actually belongs to. It works pretty well for our purposes, but there are a couple of caveats.
As you may know, there's no requirement in Tessitura that the credited amount(s) match the actual contribution amount. It's possible to credit three different people $1,000 each for a single $1,000 contribution. That situation shouldn't come up based on PNB's business rules, but it's something to be aware of. Our view would return three separate gifts in that case. Because it's easy to adjust a gift and overlook adjusting the credit, our view checks to see if the original contribution has been adjusted to $0 and returns $0 regardless of the credited amount if so. Otherwise it doesn't do anything to account for credited amounts not matching contribution amounts. I wouldn't rely on numbers pulled out of this view for financial reporting.
I've uploaded a zip file to my profile containing the SQL for our view and a spreadsheet containing the details for our list criteria and output set elements. Let me know if that doesn't work and I'll email it instead!
Hi Matthew,
Thank you for sharing this! We're testing executing this right now and are very excited to be able to pull on contributions including soft credits! One question, how would you recommend creating a "First Gift Amount" query element within this view? We're being asked to report on both the date and amount of the first gift, and I wonder if you have any suggestions before I dive in.
Thank you!