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gift entry » soft credits (RSS)
  • Assigning credit to a solicitor when the gift involves, soft credit, pledge and multiple solicitors

    Greetings RE-land I have a unique situation that I am hoping someone has some experience with. (I created a case with knowledgebase as well, but sometimes this is a more timely solution) Please bear with me as I explain: Ultimately what I am trying to do is produce an acurate solicitor's analysis...
    Posted to Forum by Georgia Rennie on 11-22-2011
  • Re: Soft Credit Protocol - Individual & their small business

    Similar situation - small city and mom/pop businesses. What we are doing is entering pledge under name on pledge card. When pledge is paid by business check we enter business as donor, apply payment to pledge and be sure individual is soft credited. (Same thing for business pledge - personal check payment...
    Posted to Forum by JoAnn Strommen on 03-31-2010
  • Re: soft credits

    I am struggling with this too. Since we began using Raiser's Edge we have soft credited the constituent responsible for their foundation's gifts (for recognition sake) and the hard credit goes to the foundation. In addition, we soft credit any constituent for their spouses' gifts. Now, I...
    Posted to Forum by Jen Mckane on 02-24-2010
  • Matching Gifts

    Sometimes matching gifts we receive are soft credited to the individual being matched. Sometimes they are not. I'm curious what the standard procedure is for other organizations and what works best. Thanks in advance, Chris Pearce Eagle Ranch
    Posted to Forum by Chris Pearce on 02-03-2010
  • How to do gift entry for 5K race fundraising event (soft credit versus solicitor)?

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    Posted to Forum by Ted Wachholz on 05-13-2009
  • retroactive soft credits

    Hello, Over many years, gifts have been entered in RE under JUST the individual donor's name, even when the donation is made from a couple. Soft credits were not indicated. When we pull up a record of what the couple has given, we have to look first at one spouse's record and then the other's...
    Posted to Forum by Audrey Katzman on 01-29-2009
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