Committed but Not Paid in Giving Summary Should Apply to Soft Credited Constituents

Currently, if a constituent is soft credited for a pledge that hasn't been paid, their "Committed but Not Paid" section reads as $0, which is not an accurate summary, especially for spouses. If we're on a call with a non-Head of Household spouse, we would never know the couple has an outstanding pledge unless we drill down into every pledge we see in their gift section, which is unreasonable.

  • Daniel Bayer
  • Nov 21 2019
  • Reviewed: Voting Open
Reporting and Analysis
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  • Stephen commented
    16 May 14:26

    This is an interesting suggestion - while Committed Revenue is made to not include soft credits (Recognition does, which applies to Lifetime Giving too), I can see how some will have issues since a spouse or a group of constituents may want to be considered towards the committed amount.

    I think having the option e.g. the means to configure for the soft credited constituents to have the committed amount of the 'hard credit' apply to their giving summary would certainly be beneficial for some organisations since it would save having to pinpoint the specific constituent who has the gift on their sole record.

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  • Waileia Mineshima-Eldredge commented
    November 13, 2020 00:44

    Than you Daniel. This is big for us, we have Trustees that are not the HOH, but we review their record. We need to see the complete picture, as stated in the idea.

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