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Credit Influence as Gift Soft Credit on a Gift Transaction in Nonprofit
Recognize constituents other than the donors for their help in bringing in the donors' gifts with gift soft credit. For example, track an influencer of the donation by adding this soft credit to the donor's gift transaction. You can also recognize tribute honorees as soft credit recipients.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To create soft credits: | FundraisingAccess permission set OR |
Note Gift soft credit can also be added to gifts during gift commitment entry.
- From the App Launcher (
), find and select Gift Transactions. - Open the gift transaction to which you want to associate a soft credit.
- Select the Related tab.
- Next to Gift Soft Credit, click New.
- Select a recipient.
- Define a partial percentage or partial amount of the gift transaction for which the soft credit is being recorded.
The soft credit can be up to 100 percent of the gift.
- Select a role of the soft credit recipient. For example, select Matched Donor.
- Save your changes.
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