Hello everyone,
Has anyone else come across issues with soft crediting a gift when it has a membership organization attached to it?
The issue is this - Donor makes a gift through their Donor Advised Fund and I would like to enter the gift in an account specifically for the DAF and credit the individual; however, because this is part of a Membership Organization, I cannot do this. I would like to deactivate all memberships since we only use them for two small annual fund campaigns. Has anyone had an issue deactivating these? Did this interfere with web-based gifts? Have you found a work around for keeping memberships and still being able to soft credit an individual from the DAF account?
Some additional information for you: I am setting up DAF accounts as "Foundations", because they technically are not people.
I am establishing an association/affiliation between the Community Foundation at which the DAF is held and the individual/household from whom the gift was directed.
Do account types also interfere with this process?
Thank you!
Hi Francis,
When you are processing the gift you will click "assign membership" then gift the membership to the donor you wish to soft credit. It will look like the screenshot below.
Thank you Monique! The membership assignment was also not allowing me to soft credit that way. I am most grateful for your help!
I did find a solution to this issue - I had to go into System Tables to TR_CREDITEE_TYPE and uncheck some boxes in the "Credit Membership Type".
Great! Yes, there's so much in the system tables that change everything :)