Soft credits represent recognition of credit for donations. Soft credits help to better understand a donor's history and their level of contribution.
A common example of a soft credit is a matching gift. For example, if Jane Doe gives $50 to your organization, and her company matches the $50, you have a $100 donation. You can track the first $50 as a donation from Jane and the matched $50 as a soft credit because the gift came to you because of Jane, but she didn't actually donate the money.
To add an soft credit to a contact click in the Fundraising menu and choose Gifts.
Click the blue Add Gift button Fill in the gift information but instead of the received amount, place the donation amount under Soft Credit Amount. This allows you to track the value you attribute to the gift, without altering your actual received fundraising totals.
You can also add Payment Types, Non-deductible Amounts, Soft Credits, and other field columns to gift reports by clicking on the three dots in any column and checking the data boxes you want to inlcude.
Soft Credit amounts can also be included in Giving Summary reports as well.
In the Reporting Menu click on Giving Summary under Gift Reports
Click on the blue Filter button and check the box to Include Soft Credits in Totals and run the report.