Soft Credits

This article covers the use of soft credits. Learn what soft credits are, how to use them, and how to enter them into Kindful.

 

Overview

Soft credits are donations that are made to your organization by a major entity, and the total of the donation is made up of other individual entities.

For example: $1,000 is donated from United Way, and they send a list of the two donors who made up this entire donation. You'll enter the primary transaction via United Way, and give soft credits to the two donors on the list they sent you.


Entering soft credits

Start by making sure all the participating contacts are in Kindful. This includes the major entity as well as the individual donors that make up the donation.

Select the +Add New button in the top of the left sidebar, and choose Transaction from the drop-down menu.  

Enter the transaction under the major entity (e.g. United Way).

Enter the details of the donation (campaign, date, full amount, etc.).

Then click Manage Soft Credits.

manage_soft_credits.001.jpeg


Next, you'll be able to itemize individual donations for each of the donors that made up the full amount.

For each individual, type their name in the Contact field, and then select their name when it appears. Enter the Amount that person gave, and select Create Soft Credit when both fields are filled.

As you add each individual donation, you can see the remaining balance in the lower left until it adds up to the full amount ($0 remaining).

 add_soft_credits.png

When you've finished and the balance is $0.00, select Done.

Finally, confirm the original transaction again before pressing Create.


Viewing soft credits

On the Activities page (available in the drop-down menu from the Activities & Contacts section), you'll see a transaction from the large entity (e.g. United Way) with details of the soft credited individuals (e.g. Daniel Stephens, Tardy Marty).

Also, on the profiles of the individuals, you'll see soft credits through the large entity.

soft_credit_activity.png

 

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