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



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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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