Soft credit gifts in bulk on e-tapestry

Kat Tucker · December 2020

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 · January 2021

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 · February 2021

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 · February 2021

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 · February 2021

We handle it as Angela Holt describes, too.

Trish

Ipswich River

Soft credit gifts in bulk on e-tapestry

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