Building Strong Relationships Through Soft Credits
Do you scratch your head when you receive a check or direct deposit from a financial institution, foundation, or donor-advised fund that was requested by a donor? I’ll show you how to enter the donation and soft credit and set up a letter template to thank the institution and the donor who requested the gift. A few extra steps can solidify donor relationships and help secure future gifts of this type. Bloomerang makes it easy!
Learning Objectives:
• How to enter a donation with a soft credit in Bloomerang correctly.
• How to set up a letter template to thank the institution that made the gift and the donor who requested the gift.
• How gifts of this type appear on the Annual Giving Statement.
