Allow Life time giving of a constituent to include or exclude soft credits.

It might be part of other requests as well, but I wanted to highlight this issue again: for our organization it is critical to be able to exclude soft credits from Lifetime Giving totals as it is technically not the donor's money. We use soft-credits quite narrow and the "hard credit" constituent is the "distributor" of the "soft-credit" donor's gift.

  • Kate Henselmans
  • Apr 7 2023
  • Reviewed: Voting Open
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  • Guest commented
    20 Aug 14:36

    We need to include matching gift as well as soft credit into our Lifetime Giving totals, just like in Database view.