Just a general survey - who is using initiator for contributions from family foundations to link the corresponding family members? If you are, are you also still using soft-credit?
Our instinct was to start using initiator, especially with the new default in list manager pulling initiators unless otherwise specified. But we didn't want to discontinue use of soft credit - mostly due to consistency and having the ability to link the contribution to a plan on the soft-credit recipient's record. And if we do both the donation shows up twice on the initiator/soft-credit recipient's record under contributions.
Thanks in advance!
Carla, 92Y
Hi Carla,
Did you ever come to a conclusion on this - we are just discovering the same issue and would love to know if you had a preference for one or the other.
I'm with you in not wanting to see multiple contributions on the record (but admit I like the color shading of the soft credit - to see the contribution coming from another source).
Thanks,
Teri