Complex Divorces

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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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!!

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!