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
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