Global Change - Soft Credit for Spouse's Gifts

We need in mass for a group of records that have spouse's with RE IDs link, the ability to soft credit for spouse's previous gifts. Currently we have to open one record at a time and navigate to Constituent>Soft Credit for Spouse's Gifts.

  • kisha baker
  • Apr 22 2026
  • Reviewed: Voting Open
Global Change
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  • Sunshine Reinken Watson ⭐Community All-Star commented
    15 Jul 20:43

    This would be wonderful to speed up data clean-up. It should be optional just like the individual constituent process in DBV, as not all cases require soft crediting any/all of the gifts. That decision depends on the gift and wedding dates, specific donor requests, and the organization's policy on soft crediting.

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  • Carlene Johnson ⭐ Community All-Star commented
    14 Jul 18:52

    This would be incredible! As long as we are doing this, I'd love the OPTION of being able to soft credit the spouse for gifts that the other spouse is already soft credited for.

    Example: Beth and Ann Smith are married and Ann is a non-constituent spouse. Beth has a soft credit on her record from the Beth & Ann Smith Foundation. I promote Ann to a full constituent and soft credit her for all the gifts hard credited on Beth's record. The system will then prompt me to say "Beth has gift(s) for which she received soft credit. Would you also like to add a soft credit for Ann for these gifts as well?"

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