Fix External Gift fields to include soft credits

It would be helpful to have soft credit gifts in Raiser's Edge to roll up to the external giving totals in Luminate and trigger an update to the "external last gift date" field in Luminate.


Currently when we want to communicate through an email series on the anniversary of a last gift, or pull in a last gift into an email, it doesn't include soft credits (which would include a donor-advised, stock, or IRA distribution gift). This is causing confusion for donors.

  • Cory Whitehead
  • Dec 7 2021
Area of the Product Donations
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