How to Apply a Soft Credit

If a gift has already been entered in Eleo, you can apply a Soft Credit to acknowledge a contact who influenced the donation but did not make it directly. Examples of soft credits include recognizing a company for matching a gift, crediting a solicitor, or acknowledging a participant at a sponsored event. Please ensure that both the donor and the individual or organization receiving the soft credit are already set up as contacts in Eleo.

To apply a soft credit:

1. Start by going to Gifts in the main navigation, and then select Gifts/Credits.

2. Locate the existing gift you want to apply the soft credit to, and click on it to open the gift record.

3. Scroll down and click on Add Soft Credit under the Associated Soft Credits section.

4. Select the contact you want to assign the soft credit to from the Credit Applied To dropdown.

   Next, complete the remaining gift details. Be sure to fill out all fields marked with a red asterisk (*) as they are required in Eleo. The required fields for adding a soft credit are Credit Amount and Credit Date, while all other fields are optional.

   When finished, click Save in the upper right corner of your Eleo screen. Note that the Back to Gift button does not save your changes; it will simply return you to the gift screen.

5. If you proceeded with saving, you will then be brought to the gift screen with your saved soft credit added to the Associated Soft Credits section included in the total.