Ability to record Soft Credits | Voters

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.

August 30, 2021

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.

Emily Speck

Giving this a little more love!

Bronwyn Foran

This is so important for both DAFs and tracking staff members who have solicited donations from individuals!

Shelley Lee

I would love to be able to track all contacts through soft credits.

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!!!

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

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

Emily Kemmann

This is super important for when we have gifts given via a DAF. Otherwise I have no way of tracking the donor and the amount that should be credited to them. Although we don't send a tax receipts to those donors since they get it through their DAF, the full credit goes to the donor, and they are the ones we cultivate the relationship with. There's no way to handle this in GiveButter right now.

Jessica Doering

Emily Kemmann: yes! That is my issue right now, too! Sad to see this has been requested for a year and nothing has been done about it. Seems like a simple fix to a major problem.

Jessica Doering

Scratch that, two years!

Teresa Martin

👍

Letitia Peyton

👍🏻