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!
Hi Ashley,
We do the same as Tele almost to the letter. To keep from having multitudes of active patrons who have been deceased for years and no longer need to be recognized, I created a list that pulls deceased patrons with no giving or ticket history in the past few years. We refresh this list every few months as part of our data clean up and inactivate anyone we definitely don't need to recognize any longer.
Thanks Juliane! I think that is a great way to make sure everyone stays on top of the list.