Using soft credits on spousal records

Claudia Wellwood
Claudia Wellwood
Fourth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

I wonder what others do in this situation. I apply appeal packages for for my mailings so that donors will get relevant letters: recent donor, regular donor etc. We have many records where both spouses are constituent records and the HoH is often not the record on which the gift information is held (but are HoH because they have the more direct relationship with us). How do you set up your recent donor query to include your soft credits and ensure that, at the export stage, when you export HoH only (so it is only going to one address) that they are receiving the correct letter. Is this the best way to manage this? How do others manage two records at the same address receiving the correct communication? Are soft credits not the best way forward?

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Comments

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    Hi @Claudia Wellwood,

    Are you using Raiser's Edge? Or are you using a different Blackbaud platform?

    Just assuming RE for a moment, since it's so commonly used on the Community. I believe there is an option you can select when you process your mailing list. Here is a KB article that might help walk you through the steps:

    Let us know if that helps address your issue. If not, we can dive into it more and try to find a solution.

    Chris

  • Ray Bergman
    Ray Bergman
    Sixth Anniversary Kudos 5 Name Dropper Participant

    Hi Claudia - if this IS a Raiser's Edge question, I'd be happy to move it to that community for you. Please advise.

  • Claudia Wellwood
    Claudia Wellwood
    Fourth Anniversary Kudos 1 Name Dropper Participant

    yes it is. am I in the wrong community?

  • Claudia Wellwood
    Claudia Wellwood
    Fourth Anniversary Kudos 1 Name Dropper Participant

    Yes RE, I will have a look.

  • Ray Bergman
    Ray Bergman
    Sixth Anniversary Kudos 5 Name Dropper Participant

    Topic moved to the RE community

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    If you think the HoH flag is set to the wrong constituent, I would advise just changing it to the correct donor. However, if the HoH is not the person primarily writing the checks and isn't recieving the hard credit, then I would wonder why they are HoH? I understand the concept of direct relationship, however this does seem somewhat odd.

    Soft credits are fine, but I think that there may be a time when you have to determine what the hierarchy of the appeals needs to be. Then, of course, we always have those constituent households who happen to give independently and want separate communication.

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