To make year-end giving statements clearer and more helpful for donors, I recommend excluding soft-credited amounts from the tax-deductible total shown on the statement.

Soft credits are already clearly identified in the system with a # designation, so this flag could be used to automatically exclude those amounts from the deductible calculation. This would:

• Prevent donor confusion when reconciling gifts for tax purposes

• Ensure the deductible total reflects only gifts that are truly tax-deductible

• Reduce follow-up questions and manual clarification from donors

Soft-credited gifts would still appear on the statement for acknowledgment purposes, but would not inflate the deductible amount shown.