Soft Credit

A way of crediting a donation to someone other than the legal donor of record, to preserve a relationship.

A soft credit records the influence or involvement of a person in a gift without counting them as the legal donor of record. The "hard credit" goes to the entity that actually gave the funds, while a soft credit recognizes an individual associated with the gift.

Common examples include a gift made through a donor-advised fund (hard credit to the sponsoring organization, soft credit to the advising individual), a matching gift from an employer, or a spouse whose partner wrote the check.

Soft crediting keeps relationships and giving histories accurate so the right person is thanked and stewarded. Handling hard and soft credits correctly is a core capability of any serious fundraising CRM.

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