Different Gifts From Same Entity - Foundation & Corporate Giving

Sara Meyer
Sara Meyer
Ninth Anniversary Loyalty Badge
in Blackbaud Altru® General Discussions
Hi! I am wondering what others do when you have funds coming from different entities all related to eachother. For instance, we receive money from a company through their Foundation as well as Corporate funds and need to be able to distinguish which entity the funds are from. In some instances, there is also difference contact and address information for both.


Do you keep under 1 record or have 2(+) records - and if so how do you link them? We were thinking either soft credits and/or relationships but are looking for others insight!


Thanks!
Tagged:

Comments

  • Debbie McKenzie
    Debbie McKenzie
    Tenth Anniversary Kudos 2 Name Dropper Participant
    Hi Sara,

    2 records with the recognition defaults set to soft credit so I don't have to think about when I enter the gift/grant/sponssorship...
  • Stacy Evans
    Stacy Evans
    Sixth Anniversary Kudos 2 Name Dropper Participant
    Hi Sara,

    Debbie is correct. Otherwise, you're going to have confusion when it's time to issue receipts and sending acknowledgement letters.
  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge bbcon 2025 Attendee Badge
    Absolutely 2 separate records. If soft credits are needed, set those up in the relationships as suggested. If not, still use a relationship to track that they're related, event if companies.

Categories