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Complex Divorces

Andrea Williams
$organization

Hello!

I am wondering if anyone has developed a streamlined way of attributing history to both individual accounts after a divorce.  The conundrum I'm trying to solve is a divorce in which we want to continue interacting with both individuals on the level at which they were interacting with us as a couple. We, of course, don't want to enter duplicate information which would throw off finance and attendance numbers. 

For example:  

  • John and Jane are unfortunately getting a divorce; they typically attend our special events, are annual donors, subscribers and both have deep roots with the company.  
  • The problem:  Once we split their records the history stays with one individuals or household record (let's say John's).  Even if we go back and soft credit all donations, special request credit the tickets and duplicate activity attendance; Jane's individual account still won't pull directly if we create a mailing list based on donation or ticket history. 
  • Potential solutions are to add to every list/extraction a line to pull in associated accounts of ex-spouse, or manually add Jane's account to pulls until she has enough history on her own. 

Does anyone have a different potential solution?

Thank You!!

  • $organization

    We have a list called “special memberships” which we update manually and include as a keycode in all of our pulls for special events.  It is not elegant, but handles a variety of “special cases”.  Would probably work for divorces, as well.

     

    Jane Voytek

    Donor Database Coordinator

    Berkeley Repertory Theatre

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Andrea Williams
    Sent: Thursday, May 09, 2013 3:34 PM
    To: Jane Voytek
    Subject: [Tessitura Development Forum] Complex Divorces

     

    Hello!

    I am wondering if anyone has developed a streamlined way of attributing history to both individual accounts after a divorce.  The conundrum I'm trying to solve is a divorce in which we want to continue interacting with both individuals on the level at which they were interacting with us as a couple. We, of course, don't want to enter duplicate information which would throw off finance and attendance numbers. 

    For example:  

    • John and Jane are unfortunately getting a divorce; they typically attend our special events, are annual donors, subscribers and both have deep roots with the company.  
    • The problem:  Once we split their records the history stays with one individuals or household record (let's say John's).  Even if we go back and soft credit all donations, special request credit the tickets and duplicate activity attendance; Jane's individual account still won't pull directly if we create a mailing list based on donation or ticket history. 
    • Potential solutions are to add to every list/extraction a line to pull in associated accounts of ex-spouse, or manually add Jane's account to pulls until she has enough history on her own. 

    Does anyone have a different potential solution?

    Thank You!!




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  • $organization

    I wonder if you could change the household account to a new kind of ccount that could be used as an archive. You’d keep the joint transactions, membership history, etc. , of your divorcing couple in that account. To do that, you’d add a dummy affiliate to the household and make it A1, then detach your husband and wife constituents, then change the household into your new account type.

     

    Both ex-husband and ex-wife would then move into the database as individuals associated or affiliated to the account holding their joint data, but free to make new associations. I’d make a special affiliation type that you’d always pull when running lists/reports so that you’d get that data.

     

    Just a thought.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book

    FLORIDA GRAND opera