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Handling deceased donor records

Kerry Hunsaker
$organization

I was curious what everyone's best practice was for inactivating a deceased donor that may have included us in planned giving?

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  • $organization

    Hi Kerry,

    If you are still waiting for payments from the estate, I would leave the record active. That just makes it easier to find them when you need to. I change other things to indicate that the person has passed away. Some things that I think work well for situations like this are update the status of the individual who has passed to "Deceased". We have a "Date of Death" Attribute that I use to suppress them from receiving mail or email from us. And, if you use the "Planned Giving " area of the History tab, don't forget to update this with pertinent details. Once their gift is complete, then we inactivate them. 

    I'm sure that others have a process different from this, but this has worked well for me.

    Jenny

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  • $organization

    Hi Kerry,

    If you are still waiting for payments from the estate, I would leave the record active. That just makes it easier to find them when you need to. I change other things to indicate that the person has passed away. Some things that I think work well for situations like this are update the status of the individual who has passed to "Deceased". We have a "Date of Death" Attribute that I use to suppress them from receiving mail or email from us. And, if you use the "Planned Giving " area of the History tab, don't forget to update this with pertinent details. Once their gift is complete, then we inactivate them. 

    I'm sure that others have a process different from this, but this has worked well for me.

    Jenny

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