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We have donors who will specifically state that a donation is from them and not from them and their spouse. We also have the opposite where a donor will specifically state that a donation is from the couple and not the individual. We also have donors who give through foundations so the foundation gets hard credit for the donation but the donor is getting soft credit. I know that our org has a good amount of flaws but I want to figure out how to make this an accurate piece of our data. How do you handle these "soft" credits in Salesforce so that you can report on them properly without double counting donations? 

 

(edit) We use NPSP

답변 5개
  1. 2025년 5월 23일 오후 1:29

    I never recommend to my clients to soft credit household members. I let the rollups on the household manage that.  

     

    How often does this happen? I've not encountered this in my <long> time working with nonprofits.

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