Consolidated Receipting and Soft Credits

Cristina Simmons
Cristina Simmons
Fifth Anniversary Facilitator 1 June 2023 Monthly Challenge
in Blackbaud eTapestry® General Discussions

Can anyone share how you handle year end receipting when spouses and soft credits are involved? Do you include lifetime giving, consecutive giving, etc. or just the basics? I would love to have examples! Thank you!

Comments

  • Angela Tuttle
    Angela Tuttle
    Ninth Anniversary Kudos 3 Name Dropper Participant

    This year we used Blackbaud's Giving Statements and they do include the soft credits. They also included pledges.

    In the past we used a custom crystal report. The letter would be sent to the donor and significant other if the significant other had not made any donations. If both had made donations we sent each one a letter. These letters also included a listing of soft credits.

  • Cristina Simmons
    Cristina Simmons
    Fifth Anniversary Facilitator 1 June 2023 Monthly Challenge

    The soft credits I need to show might be from foundations or donor advised funds. Sorry I may have not been too clear on that.

Categories