Module 7: Advanced Transaction Workflows
Module 8: Periodic Processing & Data Integrity
Module 9: Utilities & Data Management
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Lesson 7.3 Activity

Practice attributing a donation to a third party by completing these 3 steps in your FastFund environment:

  1. Initiate a Transaction: Navigate to Transactions > Donations/Receipts. Select a primary Donor and enter a mock donation amount of $500.
  2. Access Soft Credits: Look just above the Gift distribution grid at the bottom of the screen and click the Soft Credits link.
  3. Assign the Credit: Click New +. Select a Constituent to receive the soft credit. Enter an amount of $500 (remember, it cannot exceed the original gift). Check the Print box, then click Cancel to discard the practice entry.