Option to include Soft Credits in any Reporting area
I know that you all shipped a solution in response to RENXT-I-182 back in February 2017 so that soft credits are now factored in for tags. However, there is still not an option to factor them in on any of the dashboards in Reporting which is where our fundraisers go to identify lists of donors by lifecycle category. Right now, spouses of major donors are showing as "Lapsed" and "At-Risk" when their other half just gave $10,000. The big danger here is when we hire a new fundraiser, they see this data, assume it is accurate, and reach out to the spouse who has been tagged in this category even though the household has just donated a huge sum of money. To be efficient and not endanger our relationships with donors, we require the ability to factor in soft credits in all areas of Reporting.
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Rachel Bailey
- Jul 24 2019
Related ideas
Yes! We soft credit donors when they give via a DAF or other giving vehicle, and none of these are included in the appropriate lifecycle feeds without the ability to include soft credits.
Or at least the option to create our Donor with Soft credits formula,
Donor Recognition Count
DEFINED AS
SELECT COUNT(Constituent record ID, Gift split record ID) WHERE Gift Recognition Amount > 0
This should be the top priority for RE NXT. I'll be interested to see what Blackbaud has to say about this at this year's bbcon.
I also think the ability to have soft credit in reporting is essential to accurate reporting and integrity of dashboards.
Another strong recommendation for flexibility in the treatment of both soft credits and householding. Without these options, many insights and dashboards are useless.
It should also be possible to choose whether households with gifts (whether hard credit or soft) in multiple constituent records are counted as one donor or multiple.
Yes! I went to try and create a custom dashboard and realized I had no way to bring in soft credit donors. These feel like an afterthought is Raiser’s Edge. The dashboards don’t have must value if can’t add soft credit donors.
This is so needed. It makes all NXT reports and dashboards useless for our Foundation. When you open donors records, their gift history come up blank when they have given thousands if not millions through their spouses/holdings/personnal companies/donor advised funds
The ability to see a donor's giving history and an indicatation if a gift was a soft credit. 1) if the donor is the 'recipient' of the soft credit, list who made the donation 2) if the donor is the one who made the donation, who is the 'recipient'? I hope this make sense.