Soft credits can be applied from any gift to any record. By default, all linked relationships are automatically suggested as soft credit recipients when a gift is entered. Gift processors will see these related records as options to assign soft credit during gift processing.

Institutions can configure individual Relationship Types to customize how soft credits behave:

• Defaulted: The related record will automatically receive soft credit when a gift is entered, though this can be modified on a case-by-case basis.

• Hidden: The relationship type will not appear as a suggested soft credit during gift entry.

For example:

• A "Spouse" relationship type might be configured to default soft credit, so both partners receive credit regardless of who made the gift.

• A "Spouse - In Name Only" relationship type might be configured as hidden, ensuring the related record does not appear as a suggested recipient of soft credit.

Additionally, soft credits can be assigned to non-related records using the Soft Credit autosuggest field, allowing for full flexibility when applying gift recognition.

Hiding and Defaulting Suggested Soft Credits

The following two PKVs can be added to the XML Configuration tab on any of the relationship_type prompts to either hide relationships from being suggested as a soft credit or default a particular relationship to automatically receive a soft credit when making a gift, like a spouse.

Note that only linked relationship records can be suggested or defaulted.

<p>
<k>soft</k>
<v>0</v>
</p>

<p>
<k>soft_default</k>
<v>1</v>
</p>

For additional information on defaulting, hiding, and suggesting soft credits in Slate, refer to the following Slate Bytes video:

Form/Import Soft Credit Options:

• Apply soft credits to all suggested records.

• Apply soft credits to only default records.

• Do not apply soft credits.