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KindX DOCS
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  • KindX Project!
  • OVERVIEW
    • What is KindX?
      • Why?
      • Why Salesforce?
    • Slack - your Digital HQ!
      • What is Slack?
      • Creating Slack channels
      • Message in channel
      • Customize notifications
      • Create clips in Slack
      • Add people to a channel
      • Schedule messages
      • Direct message
      • Browse channels
      • Use huddles in Slack
      • Canvas in Slack
    • Salesforce - your data source!
      • Why Use Salesforce?
      • Nonprofit Cloud Demo
      • Program Management
      • Case Management
      • Grantmaking
      • Salesforce Chatter
    • Dashboards and Reports
    • KPIs and Analytics
    • Customizations
  • SOLUTIONS BY PRODUCT
    • CRM
      • What is CRM?
      • Who is CRM for?
      • Contact record
      • Households
        • Brown household (Example 2)
      • Household Roles
      • Why Households?
      • Relationships with Accounts
        • Account Contact Relationship
      • Account-Account Relationship
      • Relationship with Accounts
      • Party Role Relationship
      • Contact-Contact Relationships
      • Personalization
        • Email Templates
      • Not using a CRM might loose you money
      • Contact With a Single Relationship
    • Fundraising
      • Peer-to-peer
      • Fundraising Pages
      • Text to Donate
      • Event Ticketing
      • Live Display
      • Frictionless Fundraising
    • Recurring Donor
    • Case Management
    • Operations
      • Automations
        • Send Birthday emails
    • Board
    • Marketing
    • Events
    • Service and Case Management
    • Donors
      • Donor management
      • Acquire donors
      • Donor 360
      • Donor segmentation
      • "RFM" - donor segmentation
      • Donor engagement
      • Personalization
      • Fundraising Pages
      • Frictionless Fundraising
      • Event Ticketing
    • Program Management
    • Project Management
    • Volunteer Management
    • Grant making
    • Finance and Accounting
    • Grants - Inbound
    • Grants - Outbound
    • Outcome Management
    • AI / GPT
      • GPT
      • GPT - Terminology
      • Generative meaning
      • Chat GPT - use cases
      • GPT - Privacy
      • Using AI
      • Photoshop Generative Fill
      • Generative AI and creative arms race
    • Dashboards & KPI's
      • CEO's Ops Dashboard
      • CEO's Time Machine Dashboard
      • Driving Success Dashboard
      • Donor Dashboards
      • Giving Range This Year
      • Household Gifts This Year
      • Campaign ROI Analysis
      • Revenue Trend over Years
      • Opportunity Pipeline-Stage
      • Organization Gifts This Year
      • Payments Due Next 30days
      • Opp. Pipeline by Campaign
      • 10% Increase Projection
      • Donors Report (SYBUNT)
      • Donation %change this year
    • Data Management
      • Data Security
      • Data Compliance
    • Integrations
  • SOLUTIONS BY ROLE
    • Survey for nonprofits
    • 🧑Nonprofit Org Chart
    • 👩‍💻For CEO's
      • My Ops Dashboard
      • My Time Machine Dashboard
    • 🧑‍🏫For Fundraising Mangers
      • 10 ways to leverage CRM today!
      • Driving Success Dashboard
      • Donors Report (SYBUNT)
    • 🧖‍♂️Admin Dashboards
  • GET STARTED
    • ✳️Ready to Start
    • Get Started - Questionaire
    • Salesforce is a platform
    • You Might Need Expert Help
    • KindX Operating System!
      • Nonprofit success roadmap
      • Digital strategy
      • Data Enrichment
      • Collaboration
      • Automations
        • Process automations
      • Access data on the go
    • Volunteer with KindCause.org
  • Tools
    • CRM
    • Email an Calendar
    • Collaboration tools
    • Project mangement
    • Online documentation
    • Screen Recording
    • Web conferencing
  • Glossary
  • AI
    • Generative AI
  • Salesforce
    • Access Controls
    • Salesforce enablement
      • In-App Guidance
  • Nonprofits
    • Fundraising
      • High Touch fundraising
      • Mass Market Fundraising
      • Soft credits
      • Commitments
      • Donor segmentation
      • Gift types
      • Fundraising operations
  • About
    • CFOsquared, Inc.
    • KindCause.org
    • Pledge 1%
    • Products
      • Google Workspace
      • Microsoft 365
      • Loom
  • ⚡Quickstart guide
    • Introduction
  • Page 1
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  1. Nonprofits
  2. Fundraising

Soft credits

In the context of nonprofits using Salesforce, soft credits are a way to acknowledge and give credit to individuals or entities that may have influenced a donation or played a role in securing it, even if they were not the actual donor. Soft credits help nonprofits recognize and honor these connections and relationships.

Let's imagine a scenario:

Sarah is a dedicated volunteer at a nonprofit organization called "Community Care." She has been actively engaging with potential donors, spreading awareness about the organization's mission, and helping to secure donations. One day, Sarah convinces her friend David to make a significant contribution to Community Care.

In this case, David would be considered the primary donor, as he made the actual donation. However, Sarah played an essential role in influencing and securing the donation. To acknowledge Sarah's efforts, the nonprofit can create a soft credit for her in Salesforce.

By assigning a soft credit to Sarah, Community Care recognizes her contribution in the fundraising process. It shows that Sarah's efforts mattered and highlights the impact of her work as a volunteer. Soft credits provide a comprehensive view of the relationships and networks that contribute to a nonprofit's success beyond direct donations.

Soft credits can be used to acknowledge various types of influential relationships, such as board members, staff members, volunteers, event organizers, or other individuals who helped secure a donation. By attributing soft credits, nonprofits can build stronger relationships, improve donor stewardship, and better understand the network of support behind their fundraising efforts.

Overall, soft credits in Salesforce NPSP are a way to give credit and recognition to individuals who have played a significant role in securing donations, even if they were not the direct donors themselves. It's a way for nonprofits to acknowledge the broader network of support that contributes to their success.

Last updated 1 year ago

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