Soft Credits-Tributes-Anonymous Donors

Currently we are not able to create an Insight for Dashboard reports that show who the soft credit recipient is. This option is available in the Database View. Our parishes need to know who the donor is regardless of the way we received the gift. We have a large amount of IRA Distributions and Donor-Advised gifts that are not direct gifts from the donor, the parish needs to see the donor not the check writer. Our parishes also need to see any tributes made to their campaign. Also, if a donor give anonymously the parish needs to know either by Anonymous beside the donor/gift or as in Database View the name does not show the name it shows as Anonymous. If we have the ability to allow our parishes to log in and view their reports they should be able to view everything that we would pull from Database View and email reports.

  • Dianna Rhoads
  • Feb 29 2024
  • Attach files