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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- +27
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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
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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
Related ideas
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...