Household Smart field best practice

Jovana Sanchez-Melendez

We are seeing household smart fields double counting transactions where both members are listed in the recognition (one self credit and one soft credit). The Value to return is Total application amount for household member revenue recognition.

Is this how other Orgs have the fields set up?

Thanks!

Jovana

Ashley Moose

Hi @Jovana SanchezMelendez - Since you are calculating for household member revenue recognition, there is a chance amounts can be double counted if each member has recognition for the same gift. Instead you could use:

• household member revenue - This will only count each gift once but will not include gifts where either household member was not the actual donor on the gift (i.e. DAFs or third party gifts)
• household member revenue recognition but exclude the soft credit - This only works if you have multiple soft credit types, i.e. spouse, DAF, matching gift, etc. If spouse is identified as it's own soft credit type, then that type can be excluded (since the amount will count based on the hard credit), and then all other soft credit types will still be included in the overall total.
  • If there is a scenario say for a DAF (Donor Advised Fund) where each spouse is receiving the same soft credit type for the same gift, then those gifts could still be double counted. In that scenario you may need to further break out your soft credit type to identify something like DAF primary and DAF spouse so you could then exclude the DAF spouse credit type.

Also as long as you are actively crediting or not crediting spouse soft credits as soon as a spouse relationship begins/ends, you may be able to get the needed total using the Constituent revenue recognition calculation instead.

Jovana Sanchez-Melendez

@Ashley Moose Thank you so much. These were options I had played around with in my head and I'm so glad to get confirmation from you!