Hello,
Does anyone have best practices or procedures they have developed when managing a divorced household, and trying to separate the individuals that have a shared contribution history?
Following - We just had this happen. Thank goodness one of the accounts had NO history - WE GOT LUCKY!
I've only encountered this situation a few times, but we were lucky that each time only one of the people had a close relationship with us. We kept all of the history on that person's record, but then made sure to add Relationships between the two new Individual records to show they are ex-spouses. I left clear notes in Research on what we did and why. In terms of recognition for gifts given that are from both of them, before the split - we had an amicable split between two people and the donor we had a close relationship with requested to have both of their names still appear in program listings for a year, as those donations came from both of them. We'll soon remove the one name when the next donation comes from only one of them. I've also set up the ex-spouse's name as an Alias on the other partner's record, so when you search one name they'll both still appear in the search.