Credit Donor Routine

This routine will run nightly as part of the larger Data Quality routine and will ensure that a specific Donor will always be credited for a Pledge or Soft Credit based on the Pledge or Soft Credit Donor set on the Donor record.

Always Soft Credit

This routine will run nightly and will ensure that a specific Donor will always get soft credit for each Distribution of a Donation by a different, specific Donor.  

Note: This has nothing to do with Pledges. This will affect all Donations for all time regardless of the program distribution. This has to be undone manually if a mistake is made. This will not fire workflow. This is not a solution in scenarios where a Donor (say Microsoft) makes Donations that must be soft credited to multiple employees in their charity matching program. Manual soft credit will be needed in those cases or a new Sub-Page to manage the multiple distributions. 

Always Pledge Credit

This routine runs nightly and will ensure that a specific Donor will always get Pledge credit for each Distribution of a Donation by this Donor to a Program associated with a Pledge Campaign.

Conditions

The following conditions must be met for the routine to find matching Distributions and Pledges:

  • The Donor for the Distribution must have another Donor set in the "Always Pledge Credit" field.
  • The Program for the Distribution must have a Pledge Campaign set
  • The Soft Credit Donor must have an Active Pledge for the Pledge Campaign
  • The First Installment date for the Pledge can not be in the future
Actions

The routine sets the Pledge in the Distribution to the Pledge for the Soft Credit Donor.

Note: This presupposes the Donor has an active Pledge to that Pledge Campaign.
 

Last Modified: 5/2/2017

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