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Recognition Credit

Recognition credit describes fundraising credit received by donors or constituents associated with a donation.

Atlas allows expanded functionality over RE and you can have different types of fundraising credit.  This can make it easier to see what vehicles a donor prefers.

These can be defaulted on transactions in two ways:

  • specific relationships will default credit (for example Spouse/Spouse relationships will default “Spouse Credit” as the relationship is created).  To override these defaults see Couples who Give Separately
  • recognition credits can be added when a relationship is created, so gifts by these constituents will default the recognition credit

Recognition credit can also be added or updated after entry.  See Adding or Updating Recognition Credit

Atlas recognition types

Partners is adding a customization will only display distinct values for any transactions that meet the filter so there will be no double-counting when viewing giving totals at the household level

Recognition Types

  • Hard Credit – Received by the hard credit legal donor of any transaction
  • Spouse Credit – Added to the spouse of the hard credit legal donor. Spouse is the living member of a household – same definition as RE.
  • Matching Soft Credit – given to individual that generated the matching claim
  • DAF Soft Credit – received by members of the household getting soft credit for Donor Advised Funds.  For detail on how to set these up see Donor Advised Fund Setup
  • Corporate Soft Credit – credit to an individual from revenue given by a corporation
  • Foundation Soft Credit – credit to an individual from revenue given by a foundation
  • Indirect Giving Credit – credit to an individual from revenue given to another entity. For example, donations from the United Way.
  • Estate Soft Credit – credit to an individual from revenue given by an estate
  • Soft Credit – Misc soft credit that doesn’t fall into other buckets
  • Recognition Only – credit for a joint-institution gift where only a part of the revenue is booked at your affiliate, but the donor should receive credit for the total amount given to all affiliates

Note: during conversion we evaluated using “Peer to Peer Fundraising Credit” and opted not to use it in production

 

Conversion Notes

Donor Advised Fund Donations

Donor Advised Funds have been entered in a variety of ways across and within affiliates.  To standardize them during conversion any affiliate with DAF donations has been adding gift attributes.

If the transaction has the DAF attributes, we want to ignore the already associated RE hard and RE soft credit constituents and do the following:

  • Gift Attribute Category: CRM Hard Credit DAF Institution – the hard credit gift constituent record should be updated to the constituent in attribute description.  This constituent should get hard credit and recognition credit as if they made the gift as a RE hard credit donor.
  • Gift Attribute Category: CRM Soft Credit DAF Individual Grant Recommender  – the constituent in the gift attribute should get recognition credit for this transaction with Recognition Credit type of “DAF Soft Credit”.  These constituents would get recognition credit as if they were soft credited on the transaction in RE.

Non-DAF Donations

These transactions do not have the DAF gift attributes described above.  For BWH recognition credit type as assigned by the type of relationship between the donor and the credit recipient.  For all other affiliates, recognition credit type was assigned by the constituent type of the hard credit donor.

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