When two people are related as spouses, gifts should be soft-credited.
I'm currently going through and establishing missing spouse relationships to over 1,000 constituents in my system. In addition to establishing the spouse relationships themselves, I am having to go through and soft credit all gifts. When two individuals are related as spouses, RENXT should automatically soft credit all gifts between them.
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Jason Levine
- Apr 28 2022
- Reviewed: Voting Open
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- +42
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Option to add soft credit to historic gifts when a spouse record is promoted to a constituent record.
Merged We have accounts where the spouse record is converted to a constituent, but they are not soft credited on historic giving.Reviewed: Voting Open
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Add "soft credit for spouse's gifts" to NXT
Merged The option to soft credit an individual for all of their spouse's past gifts in one go is absolutely necessary, especially when a constituent becomes deceased and the surviving spouse's record is converted to a cosntituent.Reviewed: Voting Open
Related ideas
Yes - when I discover that I've got two people with individual records who are in fact married, and then each have multiple gifts on their records, please don't make me individually soft credit each gift!
This is so important when a person dies and you give the surviving spouse their own record to be able to automatically soft credit the surviving spouse for all past gifts.
Yes, and in NXT is should also be easy to break the soft-credit link between spouses. Whether adding or breaking soft-crediting, it should be reciprocal---we should not have to Constituent > Relationships > (find Spouse) > Edit Relationship > Automatically soft credit this individual for gifts ON BOTH SPOUSE'S RECORDS!
Allow the ability in web view to Soft Credit for Spouses Gifts as you can in Data Base view as seen in the Constituent menu>Soft Credit for Spouse's Gifts
This would be nice to do in NXT without needing to open database view to do so.
yes as well as the retroactive historical gifts
Agreed. As well as the ability to retroactively soft credit all past gifts like in DBV from the constituent menu>Soft Credit for Spouse's Gifts...