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

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4 comments

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    Linda Sue Martin

    We too would benefit greatly from more soft credit features. Often we will give presentations at churches who will take an offering and then mail  us a check to cover the funds donated with a list of people who donated. But there is no real way, that I know of, to generate a receipt letter for these donations.

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    Sue Johnson

    I would like to see soft credit amounts totaled with donation amounts, since the person did donate - especially for spouses - they should have the same giving total as each other. this combined hc+sc field is what we'd use for all donors so we don't miss anyone.

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    Meghan Ferster

    Here's another vote for better soft credit features! We get a lot of contributions from Donor Advised Funds and gifts from couples. In addition to the ability to generate a receipt letter for soft credit, I would love to actually SEE soft credit gifts when I key in to the donation tab on individual records.

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    Kara Gravinese

    Absolutely, Neon definitely needs to add this function. Just wasted 30 minutes researching how to automate soft credit acknowledgments only to find out it's not possible.

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