Because you can include soft credit donations on statements, Statement records now have a Soft Credits tab. This provides a single list of any and all donation distributions where the statement is a soft credit statement.

Soft Credits Tab

The Soft Credits tab on the Contributions > Statements page displays Donation Distribution records for donation distributions that are soft credit statements.

You can search the following columns in the Soft Creditstab:

Donation Date

The date of the donation. If pulled from the Batch Manager Tool, this is the original setup date.

Soft Donor

The name of the donor on whose behalf the donation was made.

Donor

The name of the donor who made the soft credit donation on the soft donor's behalf.

Amount

The value of the donation distribution.

Payment Type

The type of payment (check, cash, credit card, and so on).

Item Number

If pulled from the Batch Manager Tool, the check number read during scanning.

Statement Title

The statement title from the program assigned to the specific donation distribution.

Campaign Name

The pledge campaign that has the pledge this donation distribution belongs to, if applicable.

Donation ID

The donation the donation distribution is listed under.

Donor ID

The donor the donation distribution is listed under.

Batch ID

The batch the donation distribution is listed under.

Pledge ID

The pledge the donation distribution is listed under, if applicable.

Target Event

The event the donation distribution belongs to, if applicable.

Soft Credit Statements

The fields on this record are the same fields that display on the Donation Distribution record. The only difference is the Soft Credit Statement field on the Donation Distribution record, which is a jumplink to the Soft Credit Statement record.

Donation

The donation this distribution is associated with.

Amount

The amount of money distributed to a specific program.

Program

The category that indicates the purpose or designation of this gift. This is required.

Pledge

Credit a pledge to a campaign. The pledge can be by this donor or by any other donor.

Target Event

Further categorize this gift as part of a short-term event, like a special offering.

Soft Credit Donor

The name of the donor on whose behalf the donation was made. This donor will NOT receive tax-deductible credit.

Notes

Add any additional information about the distribution of a donation.

Statement Description

A note summarizing the pledge, program, and target event information that may display on the statement.

Donation Source

This indicates what prompted a person to pledge or give to your campaign, such as a pew card, letter, email, or QR code.

Projected Gift Frequency

How often this gift will reoccur for this distribution. Use this field for projection and reporting.

Last Statement Review

The last date and time when a routine updated this donation distribution's statement ID.