These two methods assume the donor has related persons or organizations via a relationship code.

1.         Open the Gift Data Entry window.

2.         Enter all gift information.

3.    Choose Generate Transactions from the right-click or Options menu.

4.    Open the Advanced Gift Entry Options window by choosing Advanced Options from the right-click or Options menu or by clicking Adv. Options Available.

5.    Click the Soft Credit Available button.

6.         The Select Relationship(s) for Soft Credit window opens.

7.    Select each party to receive soft credit for the gift you are entering.

8.    Click OK.

9.    Close the window.

10.      The word "Given" appears beside the Soft Credit Available button on the Advanced Gift Entry Options window. Close the window.

11.      Soft credit transactions now display in the bottom pane of the Gift Data Entry window.

 

OR

 

1.    Open the Gift Data Entry window.

2.    Select the transaction to which you want to add soft credit.

3.         Choose Add Soft Credit from the right-click or Options menu.

4.         The Select Relationship(s) for Soft Credit window opens, showing you all persons who are related to the donor.

5.    Select each party to receive soft credit for the transaction you chose.

6.    Click OK.

7.    Close the window.

8.         The word "Given" appears beside the Soft Credit Available button on the Advanced Gift Entry Options window. Close the window.

9.         Soft credit transactions now display in the bottom pane of the Gift Data Entry window.