It would be quite helpful to be able to apply a soft credit as a pledge payment.

We have people make pledges or businesses make pledges but when their checks come in (pledge payments) they come from a donor advised fund or an individual will send in a check to apply to their business pledge or a business check comes through for an individual's payment. In turn the soft credit goes into the account of the one that made the pledge and does not get deducted from their pledge payment schedule. When running reports on the status of pledges or campaigns it is very difficult to keep this all straight. It would be helpful if we could apply soft credits to their pledge payments.
  • Guest
  • Aug 7 2015
  • No Plans to Change at This Time
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  • Joshua Pruyn commented
    November 11, 2015 22:49

    This, please! 

  • Admin
    Mike Rusche commented
    February 22, 2016 19:26

    Another term would be "Third Party Pledge Payments", which is what this is most used for. At this time, I am not planning on implementing this level of functionality in eTapestry. 

  • Julia Lucas commented
    January 26, 2017 16:39

    Please make it so we can apply soft credits as payments towards active pledges.

  • Regina Haigh commented
    11 Jan 16:08

    I've run into this problem as well. Donors often will have a third party/donor advised fund send a check and it, at least partially, should be used as a pledge payment. Sometimes it is part of a split transaction too. Can't there be some way to assign the soft credit and then click off a pledge if that donor has one?