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relationships » soft credits (RSS)
  • Linking gifts together...

    We just received a chunk of money from a Foundation but the foundation manages a bunch of funds. I need to be able to somehow track the total money but at the same time be able to separate this amount into (3) different funds. I know I can use a soft-credit from the foundation's gift but I don't...
    Posted to Forum by Ray Mauder on 03-18-2009
  • Re: How to track cumulative giving donors for recognition?

    Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...
    Posted to Forum by Bonnie Pearce on 02-18-2009
  • 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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