Hi
We 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