To ensure a tribute gift’s honoree receives proper soft credit, how should NPSP be configured?

Setting up Automatic Opportunity Contact Roles with the Honoree role is essential for ensuring that tribute gift honorees receive the appropriate soft credit in NPSP. This configuration automatically associates the honoree with the donation record, streamlining the process and reducing the need for manual entry.

When automatic roles are configured, any time a donation is created that designates an honoree, the NPSP will automatically add them to the opportunity as a contact in the role specified. This ensures that the honoree is recognized for the gift without requiring additional steps from the user, leading to more accurate record-keeping and improved data integrity. This automatic association means that the honoree will receive soft credit for the donation, acknowledging their connection to the gift.

While there are other ways to manage honoree roles, such as filling out the Honoree lookup field or manually setting the Contact Role for each Opportunity, these methods introduce more room for error and can be time-consuming. Enabling Advanced Mapping is typically used for transferring data but does not specifically ensure the proper crediting of honorees in the same way that Automatic Opportunity Contact Roles do. Therefore, choosing to implement Automatic Opportunity Contact Roles is the most efficient and effective method to ensure honorees receive their soft credit.