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Program Book - Deceased

Former Member
Former Member $organization

Hello all,

I'm wondering if anyone would be willing to share their process for marking patrons as deceased, and how you find it easiest to pull these patrons to recognize them for annual giving or an in memoriam.

Our current practice has included marking constituents as inactive in addition to deceased, but I find that makes the process for pulling giving harder, since they won't be pulled in lists. Even going through the extra step of running an extraction, I'm still finding locating these people difficult. In one instance, a patron who is marked with deceased status and with deceased as her reason for being inactive still didn't pull even though others did.

Any help is appreciated!

Parents
  • $organization

    Hi Ashley - we have an "Estate" Constituency Type, and will change the patron's account type from individual/household accordingly. Then we usually change the name of the deceased patron to "Estate of ...". This constituency type can be used as a suppression in Extraction Manager for mailings, but the account is still active and will be pulled on a contribution list/report. As far as recognition, we add an asterisk next to their name in the "Program Names" radio button under the "Names" tab, and at the bottom of our overall list, there is a note: " *Posthumously ". Hope that can provide a few ideas! Thank you - Tele 

  • $organization in reply to Tele Durham

    Hey Tele,

    I really like this approach. One question...how do you handle a deceased primary member of a household?

    - Chris

  • $organization in reply to Christopher Cuhel

    Thank you, Chris!

    • We switch the deceased primary (or A1) household (HH) affiliate to an A2 affiliate.
    • Then we add a new primary address on the deceased patron's individual account.
    • After that, we change their affiliation type from "Primary" to "Former Primary Affiliate" in the "Relationships" tab (a new address has to be added in order to do this for some reason that I am not remembering right now).
    • In the case of just one deceased member of the HH, we do inactivate the account because all of our transactions usually live on the HH level.
    • After those steps, hitting the HH "Gen Sal" button on the "General" tab will make the formerly-A2 affiliate the only name for the household.
    • We will still update the Program Name accordingly.

    We follow a similar process if the HH is separating for another reason. Thanks again, and let me know if there's anything I can clarify! - Tele 

Reply
  • $organization in reply to Christopher Cuhel

    Thank you, Chris!

    • We switch the deceased primary (or A1) household (HH) affiliate to an A2 affiliate.
    • Then we add a new primary address on the deceased patron's individual account.
    • After that, we change their affiliation type from "Primary" to "Former Primary Affiliate" in the "Relationships" tab (a new address has to be added in order to do this for some reason that I am not remembering right now).
    • In the case of just one deceased member of the HH, we do inactivate the account because all of our transactions usually live on the HH level.
    • After those steps, hitting the HH "Gen Sal" button on the "General" tab will make the formerly-A2 affiliate the only name for the household.
    • We will still update the Program Name accordingly.

    We follow a similar process if the HH is separating for another reason. Thanks again, and let me know if there's anything I can clarify! - Tele 

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