Creating a new Soft Credit Gift

Using the Soft Credit amount field allows you to track the value you attribute to the gift without altering your actual received fundraising totals. When creating a soft credit gift, you can have the gift as an individual gift, or you can connect a soft credit gift to another gift that the soft credit gift is related to.

Create an unlinked Soft Credit Gift

1. Click to Add a New Gift

   • Using the Quick Add Menu

   • Directly on the Contact details page

   • Under Transactions Gifts

2. Once the gift slide-out is open, enter in the relevant gift details

3. When it comes to amounts, enter in the amount in the soft credit field for the gift

4. If In-Kind, set the payment type to In-Kind

5. Click to create and save

Create a linked Soft Credit Gift

1. Navigate to an existing gift record

   • Gift records may be accessed through a contact record or through Transactions > Gifts

2. Once on the gift record, on the right, click + Linked Gift on the Linked Gifts box

3. Select from the dropdown "Add New Soft Credit"

4. The gift slide-out will open with the amount of the soft credit pre-filled in for you. Enter in contact details and any other information and click Create and Save

5. The new linked gift will be created and you will be directed to the new gift page

🙋🏾‍♂️ Can I link a soft credit gift that already exists to another gift record?

Yes, absolutely, you can. To do so, navigate to the received gift record and click the option to add + Linked Gift. From the dropdown, select the option to Link Existing Soft Credit. A box will appear asking you to type in the name of the contact the existing gift is on. Once selected, available gifts to connect will appear.