We’re thrilled to add
Soft Credits
to enhance your organization's donor management experience! Here’s what’s new: ✨📣🎉Why it matters:
Gain deeper insight into donor influence and participation by tracking contributions influenced by individuals. This feature is ideal for major gifts and board member fundraising 🌟🤝📈
What’s new:
Flexible soft credit assignments:
🔀 Add, edit, or remove soft credits for any transaction. Attribute a portion or the full amount to one or multiple contacts including an optional soft credit note.Select a transaction > Funds and credit > Credit a contact
Buttery smooth filtering:
📊 Track soft credit data in the Transactions or Contacts tables.
Enhanced transparency:
🔎 View soft credits clearly differentiated from hard credits on transactions and contact records.
Learn more about how to use soft credits in this Help Center article.
Note:
Our existing Soft Credit activity feed item for tacking team member fundraising via peer-to-peer campaigns has been renamed Peer-to-Peer credit
.