Complicated Divorce

From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
Sent: 8/25/2016 2:40:58 PM

I love these puzzles.  Little do these folks realize the ripple effect their divorce is having throughout the non-profit community.

Normally in power couples – I would select 1 to keep the history and just have a relationship to other but it almost sounds like you might want to spin both individuals off the HH record, add relationships record betw the records and then inactivate the HH.  Then the individuals can begin to build single histories.

The other reason for letting them fly solo is they may wed again and then where will things stand?

You can always add the appropriate constituencies, memberships manually if they are needed for Web/Customer Care/BO  (though they seem like the kind of folks that go directly to a Devo staff person).  For you list/extract, you may already have a “Special” list that is included or suppressed from the various mailings.

Also add aliases so whenever one record is accessed the other still shows up on searches.  This will remind folks that the 2 are linked in some way.

It would also be a good idea to create a report of the history as of the time of the divorce.

Likewise if the is a power couple who get married --- depending upon whether they were serial monogamists  (in which case don’t merge just relate)  -- prior to creating HH and merging the gifts – run a report of each of their individual giving/history and attach to records.

From: Jenny Graf Carvo [mailto:bounce-jennygraf9784@tessituranetwork.com]
Sent: Wednesday, August 24, 2016 3:45 PM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: [Tessitura Development Forum] Complicated Divorce

Greetings!

I've seen a few other posts re: divorces of donors but they are pretty old so I'm bringing the topic back around!  

Here's the situation:

- This couple is an important couple to our organization - former board, regular donor, regular ticket buyer, regular special event attendees, etc.  They both intend to remain donors and ticket buyers.

- We want to be sure that their shared history remains moving forward both so we can see the history and so they appropriately pull into reports/lists with their shared donor history.  Would love to be able to click on each person's account and see the shared history.

- To complicate it further, they MAY give donations in the near future jointly (I'm less concerned about this really since we can soft credit).

How would your organization handle this?  Normally, we give the history to one of the members of the household but in this case, I don't want to do that.  I've thought about removing the A1/A2 from the accounts so that they can transact as individuals if they purchase tickets but I'm afraid that in list pulls in which we roll up to the household, they'll constantly get missed.  (I'd mark the HH with do not mail).

I'd love to hear what you are doing in this complicated suggestions or hear a creative potential solution that comes to mind on how to deal with this.

Thanks in advance!

Jenny

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From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
Sent: 8/25/2016 2:40:58 PM

I love these puzzles.  Little do these folks realize the ripple effect their divorce is having throughout the non-profit community.

Normally in power couples – I would select 1 to keep the history and just have a relationship to other but it almost sounds like you might want to spin both individuals off the HH record, add relationships record betw the records and then inactivate the HH.  Then the individuals can begin to build single histories.

The other reason for letting them fly solo is they may wed again and then where will things stand?

You can always add the appropriate constituencies, memberships manually if they are needed for Web/Customer Care/BO  (though they seem like the kind of folks that go directly to a Devo staff person).  For you list/extract, you may already have a “Special” list that is included or suppressed from the various mailings.

Also add aliases so whenever one record is accessed the other still shows up on searches.  This will remind folks that the 2 are linked in some way.

It would also be a good idea to create a report of the history as of the time of the divorce.

Likewise if the is a power couple who get married --- depending upon whether they were serial monogamists  (in which case don’t merge just relate)  -- prior to creating HH and merging the gifts – run a report of each of their individual giving/history and attach to records.

From: Jenny Graf Carvo [mailto:bounce-jennygraf9784@tessituranetwork.com]
Sent: Wednesday, August 24, 2016 3:45 PM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: [Tessitura Development Forum] Complicated Divorce

Greetings!

I've seen a few other posts re: divorces of donors but they are pretty old so I'm bringing the topic back around!  

Here's the situation:

- This couple is an important couple to our organization - former board, regular donor, regular ticket buyer, regular special event attendees, etc.  They both intend to remain donors and ticket buyers.

- We want to be sure that their shared history remains moving forward both so we can see the history and so they appropriately pull into reports/lists with their shared donor history.  Would love to be able to click on each person's account and see the shared history.

- To complicate it further, they MAY give donations in the near future jointly (I'm less concerned about this really since we can soft credit).

How would your organization handle this?  Normally, we give the history to one of the members of the household but in this case, I don't want to do that.  I've thought about removing the A1/A2 from the accounts so that they can transact as individuals if they purchase tickets but I'm afraid that in list pulls in which we roll up to the household, they'll constantly get missed.  (I'd mark the HH with do not mail).

I'd love to hear what you are doing in this complicated suggestions or hear a creative potential solution that comes to mind on how to deal with this.

Thanks in advance!

Jenny

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!