We aim to empower our fundraising and customer support teams to manage soft credits, given the frequent requests they receive to transfer donations between team members or from direct donations to team captains, among others.

However, granting these permissions also grants them the ability to issue refunds and change donor names in gifts, which directly impacts tax receipting and financials. While we trust our staff, the risk is too great.

The current permission settings are hindering our ability to provide better service to our constituents. These permissions should be independent, allowing each organization to set the combination that works best for them.