Soft Credit

A soft credit is a method of tracking fundraising efforts by individuals and organizations in Causeview. For example, if Jenny Lopez is an individual saved in Causeview and she encourages Will Smith to give a gift, the “hard” financial credit will go to Will Smith, as his name will be associated with the transaction. The hard credit for the gift will only increase Will Smith’s total giving, but Jenny can have a “soft credit”, which is viewable on her detail page and increases her total fundraising.

Soft credits can be specified when creating a new gift. An automatic soft credit can also be set up when a relationship is created between two individuals.