---
schema_version: "1"
id: 4af532a7206e4357bc906432ab57d6be53991074da3ffc6f2959536116121682
title: Capture Giving Influence with Soft Credits in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_capture_giving_influence_with_soft_credits.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_capture_giving_influence_with_soft_credits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9a2f5f2ad884ecf542bc9d6dec0dd10becf871debc87c3f9dd698d0fd2029b1
description: Streamline your fundraising efforts by tracking soft credits on Gift Commitments. Gift Entry Officers and Annual Fund Managers can capture and manage the influence of third parties on donations effectively, making sure every contribution is recognized and attributed accurately. This functionality not only simplifies the recording process but also aids in strategic donor engagement and segmentation.
products:
  - Education Cloud
release: "264"
---
# Capture Giving Influence with Soft Credits in Education

Streamline your fundraising efforts by tracking soft credits on Gift Commitments. Gift Entry Officers and Annual Fund Managers can capture and manage the influence of third parties on donations effectively, making sure every contribution is recognized and attributed accurately. This functionality not only simplifies the recording process but also aids in strategic donor engagement and segmentation.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d116421e37">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d116421e37 ">Available in: Lightning Experience</td>

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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d116421e37 ">
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
                and <strong>Developer</strong> Editions with Education Cloud</p>
            </td>

          </tr>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d116421e85">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d116421e88">&nbsp;</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116421e85 ">To create soft credits:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d116421e88 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full Access permission
                  set</a></p>
            </td>

          </tr>
        </tbody>
      </table>

If you don't see the Gift Default Soft Credit related list on the commitment page, add it to the Related tab.

1. From the commitment page, open the Related tab.
2. Next to Gift Default Soft Credits, click **New**.
3. Select the recipient of the gift soft credit.
4. Enter either the amount or percent of the gift soft credit.
    
    The soft credit can be greater than 100 percent of the gift.
5. Select the role of the soft credit recipient. For example, select Matched Donor.
6. Save your work.
    
    This gift default soft credit applies to all gifts that are a part of the selected gift commitment.

SEE ALSO

- [Track Gift and Donor Trends with Rollups](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_track_gift_donor_trends_rollups.htm&release=264.0.0&type=5 "Metrics related to donor giving and gift designations are available at a glance in the Fundraising Philanthropy and Partnerships app.")