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.
ThanksJess Levy
San Francisco Opera
415-565-3283
Hi Jess,
Did you land on a formal policy for dissolving a household, and would be willing to share what you landed on? I'm trying to tackle this as well.
I'm also curious to hear from anybody what you do when two donors with an active membership divorce. If you split one person off of the household, do you manually create a membership for the person you removed so that he/she also gets donor benefits for the remainder of the membership? I guess that's a policy question as much as it is a database question.
This may be a silly question and answered elsewhere, but how do I remove a spouse from a record as a result of divorce? As mentioned above, I'm not concerned about what transactions remain on one spouse's record because we have a much stronger relationship generally with the other spouse. I simply want one's name to be removed from the household (and perhaps become an unaffiliated Individual record). When trying to delete the record from the relationships tab, I get "An affliation with an A1 value cannot be deleted when there is an existing A2 affiliation (Affiliation/Name Indicator)." What step am I missing?
Thanks in advance!