How to Apply a Soft Credit

If you have a gift already entered in Eleo, you may apply a Soft Credit to credit a gift for a contact in Eleo that did not actually donate this gift. This donor may have somehow influenced this donation. Some examples of soft credits are when a company matches a gift, to credit a solicitor, or if a participant at a sponsored event is being credited. Please ensure that both parties associated with the soft credit are already contacts in Eleo. To apply a soft credit:

1) Add a gift by navigating to Gifts > Gifts > Add Gift.

2) Select the corresponding contact that you would like to add the gift to.

3) Then, fill out the gift information. Please be sure to fill out every field with a red asterisk as these are required fields in Eleo as depicted below. The required fields for adding anew gift are Payment Type, Amount, Gift Date, and Fund. All other gift fields are optional.

4) Then click on ‘Save’ in the upper right-hand corner of your Eleo screen.

5) You will then be brought to the page depicted below with your corresponding contact and gift information for your newly added gift. Please click on ‘Add Soft Credit’ to add your soft credit.

6) When prompted with the message below, click on OK to proceed, or Cancel if you would like to discontinue.

7) You will then be brought to the screen below. Select the corresponding contact (that is already in Eleo) that you would like to apply the soft credit to. As a friendly reminder, the fields with red asterisks (*) are required in Eleo. You may fill out any other optional fields that you wish.

8) Once you have selected your corresponding contact from the drop down and filled out the other required fields, click on Save.

9) After saving, it will then show up in the Soft Credits section in the gift of the corresponding contact’s Gift Records. You have now successfully tracked your soft credit in Eleo!