I thought I posted this a few days ago but it didn't come to my inbox and I can't find it online. Sorry if this is a double post! Does anyone have a procedure or best practice they can share that covers the steps involved in breaking up a household? Do you change the A1/A2 affiliation to associations so you can track they are former spouses? How do you decide who keeps the records of contributions or memberships? Do you create an attribute for "date of divorce?" We would really appreciate your help!
Sue
susan.carey@WadsworthAtheneum.org
Hi Susan,
Our policy is who ever requests the split keeps the transactions. We create an Alias on each of the individual accounts indicating ex-spouse or ex-partner. Credit cards of the individual who will not have the transactions are deleted from the keep account so they can not be used by the ex. The Convert to Individual utility creates the Relationships Association that you select when processing the split. We have Ex-spouse and Ex-partner as options.
We also will change the name on the Household to the one who is keeping the transactions right away because they are many times very upset if you don't look like your making a change immediately. We also change all salutations immediately to the one keeping the transactions. The other individual is added to Alias so the name is not lost.