Hi All,
I'm building a dashboard to display the historical giving by FY of a group we consider to be our Major Donors. I have three donors whose giving is through partial or full soft credit. Two of these individuals have a separate charitable trust I can include in the values filter I built to isolate the Major Donors. One of these donors has soft credits through a community foundation that many of our patrons utilize in their giving. If I isolate by the community foundation's constituent id, I would be pulling in the gift records of 20+ individuals who are not designated as our Major Donors.
Any ideas or tricks for pulling in a soft credit?
Thanks!
Just adding my vote to pull soft credits into Analytics. I am just getting started with Analytics and this is an absolute must for our organization
Elizabeth Hasse (Past Member) said:I am just getting started with Analytics and this is an absolute must for our organization
The lack of SC's is one reason we didn't stick with T-Stats nearly a decade ago. I'm kind of shocked it's still not included, to this day.
We often run the risk of double counting when adding soft credits, unless the gift comes from a DAF.
I completely understand that. I would like to be able to pull in the soft credit at the constituent level