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Converting Household to an Estate

Jess Levy
$organization

Hi!

Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

Thanks

Jess Levy

San Francisco Opera

  • $organization

    Jess,

     

    To change a record type, you simply need to select “Change Constituent Type” from the Constituents header menu. It’s just above the “Household Operations” where you find convert to household.

     

    I hope that helps!

     

    ---

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    "Tornado Alley will blow you away," said Pioneer Press movie critic Chris Hewitt about the current film in the Science Museum of Minnesota's Omnitheater. Audiences will experience "how thrilling it can be to chase after big storms." Make plans to see Tornado Alley in the Omnitheater and BODY WORLDS & The Cycle of Life in the Science Museum exhibit halls. Reserve your tickets at www.smm.org.

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
    Sent: Tuesday, March 19, 2013 6:34 PM
    To: lkyllonen@smm.org
    Subject: [Tessitura Development Forum] Converting Household to an Estate

     

    Hi!

    Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

    Thanks

    Jess Levy

    San Francisco Opera




    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!

  • $organization

    Hmm .. for what ever reason my reply from this morning at 9am still hasn't gone through! What I had said was:

    Jess, 

    We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

    Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

    1) Add Estate Address and mark as Primary on the Household Account.
    2) Activate A2 - (deceased account)
    3) Add (Home) Primary Address in A1 and A2 individual accounts
    4) Inactivate (Home) Household Primary Address
    5) Convert Household to Individual, Remove Affiliations of A1 and A2

    6) Convert Individual (formerly Household) account now to Estate Account

    7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
    8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
    9) Inactivate A1 and A2 individual accounts and mark as deceased.

    Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!
    -Marta

  • $organization

    And it is for this reason when we went to v.11 we stopped converting our records to Estates.   We now just create an Estate and affiliate with A1 or A2 as needed and the donor’s record stays intact.   The only thing our Planned Giving folks have decided is they want a way to move the Planned Giving table to the Estate.  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marta Garczarczyk
    Sent: Wednesday, March 20, 2013 4:46 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Converting Household to an Estate

     

    Hmm .. for what ever reason my reply from this morning at 9am still hasn't gone through! What I had said was:

    Jess, 

    We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

     

    Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

    1) Add Estate Address and mark as Primary on the Household Account.
    2) Activate A2 - (deceased account)
    3) Add (Home) Primary Address in A1 and A2 individual accounts
    4) Inactivate (Home) Household Primary Address
    5) Convert Household to Individual, Remove Affiliations of A1 and A2

    6) Convert Individual (formerly Household) account now to Estate Account

    7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
    8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
    9) Inactivate A1 and A2 individual accounts and mark as deceased.

    Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!

    -Marta

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 3/19/2013 6:26:55 PM

    Hi!

    Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

    Thanks

    Jess Levy

    San Francisco Opera




    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!

  • $organization in reply to Leslie McKinley

    Thanks for the replies - this is going to be very helpful.

    Best

    Jess

  • $organization in reply to Leslie McKinley

    Leslie,

    Thanks for replying to my other post about Solicitations view.  Regarding the Estate issue, did you find a way to move the  Planned Giving table over to the Estate record?

    Thanks,
    Chandra 

  • $organization

    AppSupport has to write a program to do that if wanted.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Tuesday, June 18, 2013 1:36 PM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Converting Household to an Estate

     

    Leslie,

    Thanks for replying to my other post about Solicitations view.  Regarding the Estate issue, did you find a way to move the  Planned Giving table over to the Estate record?

    Thanks,
    Chandra 

    From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com>
    Sent: 3/20/2013 3:58:11 PM

    And it is for this reason when we went to v.11 we stopped converting our records to Estates.   We now just create an Estate and affiliate with A1 or A2 as needed and the donor’s record stays intact.   The only thing our Planned Giving folks have decided is they want a way to move the Planned Giving table to the Estate.  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marta Garczarczyk
    Sent: Wednesday, March 20, 2013 4:46 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Converting Household to an Estate

     

    Hmm .. for what ever reason my reply from this morning at 9am still hasn't gone through! What I had said was:

    Jess, 

    We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

     

    Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

    1) Add Estate Address and mark as Primary on the Household Account.
    2) Activate A2 - (deceased account)
    3) Add (Home) Primary Address in A1 and A2 individual accounts
    4) Inactivate (Home) Household Primary Address
    5) Convert Household to Individual, Remove Affiliations of A1 and A2

    6) Convert Individual (formerly Household) account now to Estate Account

    7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
    8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
    9) Inactivate A1 and A2 individual accounts and mark as deceased.

    Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!

    -Marta

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 3/19/2013 6:26:55 PM

    Hi!

    Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

    Thanks

    Jess Levy

    San Francisco Opera




    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!




    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!

  • $organization in reply to Marta Garczarczyk

    Marta,

    We're in favor of keeping the account intact and *thank you* for the steps required for changing a HH to Estate. If you're able to share, I'd like to ask how you handle the transaction when the gift originates with only one of the adults. For example, the husband left us in his will and passed away. Do you keep the gift on the HH, on his individual, or a separate individual estate account?

    Your answer will feed into a second question. What if both adults left a gift in their wills but likely pass away years apart. Which account holds the bequest gifts?

    Many thanks!
    Megan

  • $organization in reply to Megan Hall

    Just wanted return to this discussion now that I've changed organizations and see if anyone else has come up with other ways of tracking bequests.

    When at the Met Opera, AppSupport wrote a program that would allow for the Planned Giving record to be moved from the Individual to the Estate.  (if post individuals have a bequest each has record and each will have an Estate).  Bequest gifts are then posted in the Estate.  Now at City Center, we are looking to do the same thing.