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Recording Soft Credit

Posted September 17, 2018
Adding a soft credit to donations is performed under Development > Donation > Details > Soft Credit.  To access this page, you will need Development Full or Development Read roles.  To edit soft credits, you will need the Development Full role.

Note: You can add multiple donors receiving soft credit, and the amount to be soft credited is entirely up to the discretion of the development office. 

Note: Soft Credits will not impact the actual giving dollar amounts or statistics, or affect Finance reconciliation with Development.

See also
Soft Credit    Donation   
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