Soft Credit Gifts by Cons ID?

Carol Grant

I'm using List Gifts to total a donor's giving by FY. I have a donor who only gives through their foundation, when I put in their ID number it comes up as zero.

I wasn't sure if anyone has figured this out now that we can use a HTTP request. I know there is a soft credit array in Get a Gift but I would have to search all gifts for this one constituent.

Are soft credits not available yet to pull into flows?

Austen Brown

@Carolyn Grant - Check out this post from @Dan Snyder and see if this solution could work for you:

Carol Grant

@Austen Brown Thanks for that suggestion but I don't think that will work.

I want to get yesterday's donors and see what they have given in total for Last Fiscal Year. I am using List Gifts with dates. The issue is if someone has given through soft credit they don't appear in List Gifts.

Question - I know soft credits appear in Get a Gift but then I would have to look at all gifts and filter the soft credits based on that ID then total?

Have any great minds figured this out- how do I combine regular gifts and soft credit gifts to get a FY total? I feel like I'm missing something.

Alex Wong

@Carolyn Grant
Currently there is no API that does what you want directly. The only way to do this is to pull all gifts (within the period you want to do this in, i.e. full year).

Since Soft Credit is a many-1 relationship with gift (meaning, 1 gift can have multiple soft credit), you will have to record the soft credit info in a separate “table” (database table if you store the info in database, or separete “table/worksheet” if you elect to use excel.

That is unless your org have a policy on soft credit can ONLY be to 1 constituent record, which makes this a lot simplier.

My org allows 1 gift to be soft credit to multiple constituent, so I have to use a separate table for soft credit recipient info and soft credited amount. Using SQL server, with these 2 tables, I can then use some SQL to get how much a donor “gave” for a year with direct and soft credit considered.

So depending on what's available to you and your environment and your soft credit policy, you can get what you want to do to work too, but does take more time.