Family Foundations, Soft Credits and Documentation Question

Mark Zigadlo
Mark Zigadlo
Name Dropper Participant First Anniversary Facilitator 1
in Raiser's Edge NXT Discussions

For people who like to give through their own foundations, is there some way to link the foundation to the individual so soft credits, attachments, communications, etc are duplicated across both constituent records?

Comments

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary Chat for Blackbaud AI - Week Three First Reply

    @Mark Zigadlo Once you link the two records ORG and IND, the only one that can be duplicated is the soft-credit. For the soft-credit, in the ORG record, go to the Relationship Tab, click on the Individual, go to the General Tab 2 and click on the box Automatically soft this individual for gifts. This is in RE Database View. Unfortunately the other items you mention has to be put in each record manually.

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