Soft Credits

For Quick Reference Information on Soft Credits, You can download a Screencast. (online video demonstrations of the functions with narration)

Soft Credits

Screencast draft

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The donation module contains a system for tracking donation soft credits. This allows you to enter any number of soft credits to any number of other patrons, for a gift given by one person.

A soft credit is recognition given to someone who 'encouraged' the original hard donation. For example: If I give $500, you can assign a soft credit in any of the following manners:

• Assign $500 to person A
• Split it between person A and B
• Allocate most to person A, some to person B and C
• Allocate $500, to person A, B and D and only $150 to person G.

Soft Credits are very flexible.

If the original gift includes a matching gift, you can decide for each person, if their soft credit should also include the matching gift. For example:

• I give $500
• my company matches $350.
• You can assign a soft credit of $500 or $850 (if you wish).

If you don't like the original allocation of the soft credits, you can edit them later and you can change the allocation at any time.

In this version of Theatre Manager, the allocation process is manual.

When producing the program listing, Theatre Manager lets you determine if you want to include soft credits in the summary, just like you can optionally include matching gifts.

Theatre Manager keeps totals for current soft credits, prior year soft credits, and total soft credits - just like it does for actual donations. This means you can find people who had soft credits last year but not this, etc.

Almost all the donation reports have the ability to show soft credit data.

1. Click the New button.

   Alter the values as required.

Patron #	This is the Patron account that you wish to add a soft credit for. You can use the button to access the list of records to find the patron.
Soft Credit	This is the amount of the soft credit that you wish to add. This assigns a giving level to the credit.
Campaign	This allows you to set the soft credit for a different campaign than the original donation. This allows you to have a corporate donation, but the person who solicited the donation will be getting the soft credits, which can appear on an individual campaign
Program Year	Allows you to determine which program year this soft credit will apply to. This is the year that this soft credit will appear in the Program Insert.
Fiscal Year	Allows you to determine which program year this soft credit will apply to. This is the year that this soft credit will appear in the Program Insert.
Include matching gift amount...	This allows you to determine whether or not to include the matching gift amount when determining program list recognition.

2. Click the Save button.