When entering or editing a gift, set the Soft Credit button to “YES.” Select the constituent that is receiving the soft credit along with the amount that should be attributed to that constituent. 

• To add a new row to the soft credit grid (if more than one constituent is receiving soft credit), click on the “+" that is below the Soft Credit button.
• To delete a row on the soft credit grid, click on the trashcan icon in the last column on the grid for the row that you would like to remove.
• If you need to give soft credit to a constituent that is not yet in DonorView, you can click on the Add Constituent (head with the plus) button that is under the Soft Credit button. Once you enter the constituent information, they will be available in the dropdown box in the new row under the Constituent column.
• If this constituent already has an auto-soft credit established on the Relationships tab, there is no need to enter the soft credit when entering the gift.
• If the For-Fund-Event-Appeal fields are the same, you can leave the fields blank. If you would like to use different revenue categories, you can update them for each row.
• You can enter and special notes in the Memo field on each row.