Ability to record Soft Credits
Tori Meglio
To give a Contact credit for a donation another Contact or Company makes, add a soft credit.
Soft credits can help track who gives to your organization and develop relationships with prospective donors.
For example, use soft credits to credit a donor when their company matches gifts, credit a solicitor, or to credit a participant in a sponsored event.
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Tajinder Virdee
Is there any update on this? Soft credits or even crediting a gift to more than one contact is essential to accurate record keeping for couples who give together. Currently, I have to put both spouses names into one contact and when I enter phone number and email, there is no way to mark which email or phone number belongs to which spouse. It doesn't work to have 2 separate contacts under one household, because the gifts are equally from both individuals.
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Dave Reckess
Yes, this is essential!! We use this regularly in the other donor platform we are leaving in order to join GiveButter. This is one of the few gaping holes that GB doesn't provide that our previous platform does.
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Tina Pierce
Yes, would be MOST helpful!!
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Julia Shirley-Quirk
YES PLEASE!!!!!
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Sarah Henderson
I can't stress enough how much we need this feature! I've tried to come up with a good workaround using peer-to-peer functions, but it's just not happening without having to involve the donors in the process of setting up dummy campaigns. We need to be able to track these things behind the scenes.
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Emily Speck
Giving this a little more love!
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Bronwyn Foran
This is so important for both DAFs and tracking staff members who have solicited donations from individuals!
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Shelley Lee
I would love to be able to track all contacts through soft credits.
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Jessica Doering
Yes! This would be super helpful for our grants that come from a donor advised fund where we cannot send a receipt for tax purposes, but we need to send a thank you and track who sent what!!!
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Jennifer Coughlin
this would be so helpful to 'credit' board members to create some competition on who draws most donations etc
Kait Cogswell
Jennifer Coughlin: Great idea, Jennifer! Many of our users currently use our peer-to-peer fundraising functionality to create that competition between their board members! When a fundraising team member is credited with a donation, the soft credit does appear in their contact record. You can learn more about peer-to-peer fundraising with Givebutter here: https://help.givebutter.com/en/articles/1749223-how-to-enable-multi-team-and-team-member-fundraising
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Jennifer Coughlin
Kait Cogswell: Thanks Kait. I'd prefer to be able to soft credit within existing campaigns etc to see what a board member brings in, rather than having to create a peer to peer campaign which in fact may cause more animosity amongst some. Just an ability to almost 'tag' donations would be great (ie Joe Bloggs donated $500 and i can manually tag that to a board member). Thanks
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