HiWe have a family foundation where multiple family members receive a soft credit and membership for the full amount of the single contribution (ie: Smith Family Foundation makes a $10K gift, Jane and Jim Smith get a $10K soft credit and membership, Bob and Mary Smith get a $10K soft credit and membership and Tom and Tanya Smith get a $10K soft credit and membership). When the Fund Activity Report is run, the foundation and only one of the soft credited accounts shows up. Is there a way to specify which of the creditees should appear? I can’t seem to find a way to rank creditee types.
Thanks
Jess LevySFMOMA415-357-4108
Hi Jess,
Is the creditee that's showing a Gift Membership? We have a few odd cases like this where one person gets a gift membership in the contribution and another gets a Foundation soft credit and manual membership. The only one that shows up for me is the Gift Membership account. The report documentation doesn't mention creditee in the plural so it may only be grabbing the first ID# as well.
Ann