Hi all,
I'm trying to figure out the best way to track gifts that come in via a DAF when multiple donors are connected, ensuring each donor's giving history is accurate and up-to-date.
I have a couple of thoughts and was curious about the following:
- Does Salesforce allow more than one Contact Role to be assigned Hard Credit? Or is it limited to one, with the rest needing to be Soft Credit?
- If we have multiple donors associated with an Opportunity, can they all be listed as Donor? If so, would that allow the gift to be associated with each donor's record?
Thanks in advance!
#Answers
For DAF gifts the cleanest model is hard credit to the DAF, soft credit to the individuals — and that also matches the legal picture: the donor's tax-deductible gift happened when they funded the DAF, so the grant to you legally comes from the sponsoring organization.
On your two questions:
1) Hard credit isn't multi-contact. In NPSP a gift's hard credit is tied to the Opportunity's Account (and its primary contact) — effectively one payer. So set the Opportunity's Account to the DAF sponsor (e.g., Fidelity Charitable), which hard-credits the DAF, and give each individual a Soft Credit. Hard-crediting the individuals would overstate their deductible giving and muddy audit reconciliation.
2) Yes — add each individual as an Opportunity Contact Role with a soft-credit role, and NPSP creates a Partial Soft Credit for each. The soft-credit rollups then reflect the gift on every donor's record, so their giving history stays accurate without double-counting the hard credit. Which Contact Role values count as soft credit is configurable in NPSP Settings (Donations, Contact Roles).
Tip: add an Affiliation between each advisor Contact and the DAF Account (role e.g. DAF Donor) so the relationship shows on both sides.
if this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂
