Include the Soft Credit Total in the Revenue and Notable Gifts Summary Box
complete
H
Heather Wiegand
Including a separate total for a donor's soft credits (or a combined lifetime gifts + soft credits) would allow organizations to gain a better picture of a donor's total giving. Soft credit donations can be seen in the list of "gifts", but the total giving is not reflected properly if a donor gives through a third party at times.
C
Carolyn Koesterman
updated the status to
complete
K
Keith Kerber
Yes please. So much more DAF giving is coming thus, including soft credited donations in lifetime giving are critical for getting a complete picture of donor giving. In the very least, a box in the "Revenue & Notable Gifts" section of the constituent record that subtotals all soft credits would be helpful. Ideally a box that subtotals both hard and soft credit lifetime giving - as noted by Heather Wiegand - so gift officer does not have to do the math in their head would be super helpful. Thank you
K
Kyle Gilbert
As DAF gifts are becoming more and more popular, this would be especially helpful. Also including this in each donor's profile along with their total giving would be very helpful and would give a better scope of giving for each donor.
M
Marty Shively
This would be very helpful. And included soft credits in campaign totals is similarly important.
Andrew Lutgen
updated the status to
under review
K
Keith Kerber
Andrew Lutgen Thank you for reviewing and considering this suggestion.
J
Julie Krupp
This would be so helpful!
M
Meg Starcevic
Yes, this is a must.
B
Betsy Rathz
Please add this feature!