Add Soft Credits to Total Lifetime Gifts
FOKO OPERATIONS TEAM
The lifetime giving total can be misleading because it only reflects hard credits. More and more donors are contributing through their Donor-Advised Funds (DAFs), those gifts are recorded as soft credits on their personal contact records and can often exceed their hard-credit totals. As a result, you have to scroll through the donor’s entire giving history and manually calculate the combined total to determine how much they have actually contributed over their lifetime.
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Heather Wiegand
We are seeing a trend where many more donors are using DAFs to donate which is driving their soft credits up. It's misleading to see the Total Lifetime Gifts near the top of their donor page shown without their soft credits. You have to know to scroll down to the very bottom of the page to look for their soft credits and then you still need to add the soft credits to the total lifetime giving to get an actual lifetime giving total. A new box next to Lifetime Gifts that includes soft credits (Lifetime total with Soft Credits) would be most helpful.
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Julie Krupp
This would be so helpful! No scrolling required for totals would be awesome.
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Erin Walters
Yes this would be so helpful to see as a combined total.