How do I add Soft Credit?

There are a few ways to add Soft Credit to a contact's record in 'Donor Management' – through the 'Donation Details' page, the 'Giving' tab, or directly from the donor’s contact record.

To add Soft Credit through the 'Donation Details' page, locate the 'Soft Credits' section.

Then, click on the 'Add' button in the top-right corner of that section.

To add a Soft Credit through the 'Giving' tab, locate the donation record from the transactions list below the graph.

We recommend using the search tool in the top right corner of the page to quickly find the record you are searching for!

Navigate to the donor's contact record and scroll to the 'Interactions' section. Then, click the 'Actions' button next to the donation to which you want to apply soft credit under 'Giving'.

No matter how you add the Soft Credit, you should be directed to the 'Add Soft Credit' page, where you can finalize all corresponding details.

Here, you will confirm whose initial donation is being soft-credited – in other words, the person who was influenced to donate. You will also confirm that the date and amount match, especially if the donor has a prior giving history.

Select who will be soft-credited by searching for them and selecting their name in the drop-down field.

Next, confirm the amount of the Soft Credit. In most cases, this amount will be the same as the initial donation - but, you can adjust this amount as needed.

You can also add detailed notes - for example, “part of employee match program” - to provide more context.

If you have already sent an acknowledgment to your soft-credited donor, you can check the box next to 'Mark soft credit as acknowledged' so it is reflected in your system.

When you are finished, click the 'Save & Exit' button - the Soft Credit should now be recorded in 'Donor Management'!

Navigate back to the Feature Overview.