Rise in Donor Advised fund = a need for better soft credit management.

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5 comments

  • Official comment
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    Leigh Kelsey

    Thank you for sharing your feedback.

    Our Product team reviews every comment that is shared on this forum and they have taken note of this one in particular.

    Donor Advised Funds are handled in many different ways and, because of this, an update to this feature will require a large amount of development work. This is not currently on the sprint map but the forum will continue to be monitored for others having similar issues. Again, thank you for sharing.

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    Anna MacDonald

    Annie - How do you currently input your DAFs?  We have them set up as an organization record as a work around.  

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    Annie Levy

    Hey Anna,

    Can you explain further? I'm not quite getting what you mean.

    We enter in the donation into the DAF Org account and then I add the donor as a soft credit. When I am ready to create my soft credit acknowledgment letters I do below...

    Our current soft credit workaround for acknowledgments:

    1. Running the soft credit report.
    2. Sorting report by donation date. 
    3. Deleting all past soft credits up to three months ago. (We do this because the soft credit report is unable to restrict search criteria by soft credit date.)
    4. Manually pull all soft credit donations from a physical stack of donations recently entered.
    5. One by one, find recently entered soft credit donors on report that need to be acknowledged and copy and paste donor information into a new excel spreadsheet.
    6. After completed, mail merge donor data into appropriate soft credit acknowledgment letter.

    I hope this helps. Let me know work-around you use. I need all the help I can get!

    Annie

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    Anna MacDonald

    Oh wow - that's a totally different way to work around!

    We have a different "company" account set up for each DAF and also soft credit to the donor's individual accounts.

    We trigger a mail merge letter when we input the donation on the company account, but since the "system letter condition" feature can't filter by Company Type (only account type), we have to either run Neon merge and manually edit each PDF letter to remove the amount/make a language adjustment so we're not providing a tax receipt or run an external merge.

    Currently we're editing the PDF, which is a pain. If Neon would add ability to filter system letters by Company Type, we could upload the right version of our TY letter for a DAF.  It would go a long way to making this MUCH more efficient.

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    Annie Levy

    Wow, I can't even wrap my brain around that. I found evidence yesterday that Neon has known and received complaints about this soft credit issue for over FOUR YEARS! They keep just telling people that their developers are working on the issue. I can't even believe they can't get their stuff together!

    In regards to the PDF situation, we started just using a mail merge because editing those PDFs was a nightmare. They need to have an option to download those letters into Word, like every other CRM. We have been using NEON for only 5 months and I am highly unsatisfied. I can only hope it gets better. 

     

     

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