Dissolving Households

Hi

We are in the midst of creating a formal policy to handle the dissolution of households and are wondering how other organizations handle this. Our main questions have to do with the following:

1.      How much information do you need before breaking apart a household?

2.      Which partner retains the donation and ticket history?

a.      A main point of concern for San Francisco Opera is who keeps the subscription seats. Our subscribers can renew into their same seats year after year.

3.      How are you interacting with the partner who does not keep the transactional history? As a new patron? As a long-time patron? How do you track this?

Our thought is to give the transactional history to the patron making the request (with the caveat being if they were just recently added to the account, the partner associated with the account for longer would retain the history) and if we don’t have new contact information for the partner being spun off the account marking that account as do not solicit until we get additional contact information. Is anyone doing anything different? I am particularly interested in hearing if any organizations are not giving anyone the history and starting each partner with a new account.

Thanks
Jess Levy

San Francisco Opera

415-565-3283