Soft Credit

I've written a few stored procedures to pull data where we want certain soft credit gifts to be attributed to the creditee, not the donor. Below is the code I use to choose which customer number (the creditee or donor) to list in my report.

I don't know if this will help.

case when exists

(select cr.creditee_no from t_creditee cr

where cr.ref_no in

(select ref_no from t_contribution

where campaign_no in (select campaign_no from t_campaign where fyear in (select fyear from @fyear)) --(2007,2008,2009,2010))

and fund_no in (select fund_no from t_fund where desig_code in (select id from @desig_code)) --(8,9,10,11,12,13,17,20,21,22,23,25))--gifts not incl Endowment, Capital, In-Kind

and cr.ref_no = a.ref_no) and cr.creditee_type not in (2,8))

then (select cr.creditee_no from t_creditee cr

where cr.ref_no in

(select ref_no from t_contribution

where campaign_no in (select campaign_no from t_campaign where fyear in (select fyear from @fyear)) --(2007,2008,2009,2010))

and fund_no in (select fund_no from t_fund where desig_code in (select id from @desig_code)) --(8,9,10,11,12,13,17,20,21,22,23,25))--gifts not incl Endowment, Capital, In-Kind

and cr.ref_no = a.ref_no) and cr.creditee_type not in (2,8))

else a.customer_no end,


================================
Lucie Spieler
IT Development and Training Manager
Editor, Season Program
Florida Grand Opera
---------------------------
8390 NW 25th Street
Miami, FL 33122-1504

305-854-1643 x.1521 phone
305-856-1042 fax
800-741-1010 ticket office
lspieler@fgo.org
www.fgo.org

P please don't print this e-mail unless you really need to.

________________________________

From: Tessitura Development Forum on behalf of Julia Leist
Sent: Thu 1/28/2010 2:37 PM
To: Lucie Spieler
Subject: [Tessitura Development Forum] Soft Credit



When pulling a list/running a report to determine donor recognition, how do you ensure that soft credits are included in the results? We are pulling a list by campaign and know that major donors who give through family foundations or donors who receive matching credit are not being selected but their records indicate that they are the creditee of the gift. So, how do we recognize them using Tessitura? How do we ensure that we have an accurate list? HELP!




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!

I've written a few stored procedures to pull data where we want certain soft credit gifts to be attributed to the creditee, not the donor. Below is the code I use to choose which customer number (the creditee or donor) to list in my report.

I don't know if this will help.

case when exists

(select cr.creditee_no from t_creditee cr

where cr.ref_no in

(select ref_no from t_contribution

where campaign_no in (select campaign_no from t_campaign where fyear in (select fyear from @fyear)) --(2007,2008,2009,2010))

and fund_no in (select fund_no from t_fund where desig_code in (select id from @desig_code)) --(8,9,10,11,12,13,17,20,21,22,23,25))--gifts not incl Endowment, Capital, In-Kind

and cr.ref_no = a.ref_no) and cr.creditee_type not in (2,8))

then (select cr.creditee_no from t_creditee cr

where cr.ref_no in

(select ref_no from t_contribution

where campaign_no in (select campaign_no from t_campaign where fyear in (select fyear from @fyear)) --(2007,2008,2009,2010))

and fund_no in (select fund_no from t_fund where desig_code in (select id from @desig_code)) --(8,9,10,11,12,13,17,20,21,22,23,25))--gifts not incl Endowment, Capital, In-Kind

and cr.ref_no = a.ref_no) and cr.creditee_type not in (2,8))

else a.customer_no end,


================================
Lucie Spieler
IT Development and Training Manager
Editor, Season Program
Florida Grand Opera
---------------------------
8390 NW 25th Street
Miami, FL 33122-1504

305-854-1643 x.1521 phone
305-856-1042 fax
800-741-1010 ticket office
lspieler@fgo.org
www.fgo.org

P please don't print this e-mail unless you really need to.

________________________________

From: Tessitura Development Forum on behalf of Julia Leist
Sent: Thu 1/28/2010 2:37 PM
To: Lucie Spieler
Subject: [Tessitura Development Forum] Soft Credit



When pulling a list/running a report to determine donor recognition, how do you ensure that soft credits are included in the results? We are pulling a list by campaign and know that major donors who give through family foundations or donors who receive matching credit are not being selected but their records indicate that they are the creditee of the gift. So, how do we recognize them using Tessitura? How do we ensure that we have an accurate list? HELP!




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!