Soft credit gifts in bulk on e-tapestry

Kat Tucker

I know that importing soft credits isn't an option on e-tapestry. So, I was wondering how other organisations get around this? For example, we get a lot of donations come in via Virgin Money Giving that have to be soft credited to the fundraiser. Doing all these manually really isn't an option, time-wise. We're a small organisation, so I'm sure there must be bigger organisations receiving even more gifts that need to be soft-credited in a similar way. How do you record them on e-tapestry? Thanks in advance for your help!

Angela Holt

Hi Kat,


I encountered a similar problem and wish that eTapestry enables soft credits to to be imported too. Right now I update the records with the soft credit manually but it is not really sustainable in the long term!


Hopefully someone can she some light!

- Angela

Karen Tuecke

You could create an approach or campaign that would be selected and then set up a query on that approach or campaign and run a report to see a listing of all gifts to that approach or campaign. It will not create a soft credit, but does allow you to report on the approach or campaign which could be the fundraiser?

Angela Holt

We are actually changing the structure of our data entry to avoid soft credits. From now on we'll be entering gifts under the donor's name as a hard credit instead of the platform's name as technically the gifts are from the donor and the platform is the pass through. We have a new UDF that enables us to select the platform name so that it is traceable for reports.

PATRICIA ALDRICH

We handle it as Angela Holt describes, too.

Trish

Ipswich River