When soft-crediting individual for DAF, recognition credit not showing on spouse's record
Hi there!
When I receive a donation from a DAF or Foundation we apply the payment on that organization's record and then I sometimes soft-credit an individual who is responsible for the donation.
I've noticed when I do this that the soft-credit shows on recognition history tab of the individual and the household records, but it does not show up on their spouse's.
I know I can just start entering in the spouse in as well when I'm assigning the recognition credits, but I find it strange that it doesn't automatically apply them for me. Our system is set up to give all Revenue recognition credits to spouses, households etc. But perhaps since this is not really direct revenue it won't do it? If anyone has found a better work around or setting, I'd appreciate your guidance! Thanks.
Comments
-
@Kate Peterson You're correct - it is because it isn't direct revenue.
If you do add the SC to both spouses, make sure that you are cautious when including SCs in reports as gift amounts will be inflated.
0 -
@Christine Robertson
Thank you for that insight! While reporting when I only added the SC to one spouse, I usually just added spouse name to the output field to make sure I captured both “donors” names. But my Executive Director would really like to see it easily on their records.I wonder if I will be able to filter in a way that can easily remove the duplicates. I will have to do some playing around with our ad-hoc queries. Do you think it's doable? Thanks!
0 -

@Kate Peterson You can do it if you always exclude the non-HOH spouse. I had a filter query to that end that I used with any report that I included with soft credits. You have to dig a bit in the Criteria to get the right settings, but it is possible.
0 -
@Christine Robertson
Thanks so much. That is very helpful!0 -
@Kate Peterson Glad to help!
0
Categories
- All Categories
- 6 Blackbaud Community Help
- 209 bbcon®
- 1.4K Blackbaud Altru®
- 394 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 359 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 646 Blackbaud Grantmaking™
- 563 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 934 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.4K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 243 ResearchPoint™
- 118 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 238 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 28 PowerUp Challenges
- 3 (Open) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 779 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
