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 all, thanks for your suggestions!
Chris, I don't have SQL experience, but I'm hoping to learn soon, so maybe I will be able to implement that in the future!
Tele, thanks! I talked with my team about this, and it seems like a good solution!
Hi Ashley, I pull all of our Annual Giving lists with reports and deceased patrons do pull that way. When we mark a patron deceased and inactive, we also update their Sort Name to something like "Frey/Mark (Deceased)". This makes them easy to identify and still sort appropriately. Also, my SQL skills are very beginner, but when you have a list open, click the "Show Query" button, the last line of the code is usually "WHERE a.inactive = 1". If you remove that line, inactive constituents will show up in your list.
Mark, you made my day! Taking that line of code away has helped me pull a complete list of Planned Giving people when someone is deceased.
Thank you so much!
Hey Micheal! That bit of code editing was a gem that I learned at TLCC a few years ago! I now use it all the time when doing Top Donors, Lifetime giving, and Milestone reports. It was nice to meet you in Chicago! Cheers, Mark