Hi Everyone,

I hope you are all well.

I was wondering how you manage donors that give as a couple. We have different donors levels as constituency codes which refers to the amount they have given accumulatively, i.e. Donor 1, 2 etc I am wary about applying donor 1 to both constituents in a couple as it does impact on our donor numbers, prompt lists for events etc. I was thinking about a reciprocal donor constituency code and I wanted to know what you thought about this or if any of you have had a similar situation?

Many thanks

Charlotte

If the couple is married (with a few rare exceptions) we only have one RE record and therefore the gift is applied for the couple. If the couple is not married we tyically hard credit one consitutent and soft credit the other.  In terms of designations you could list them together such as Mr. John Smith & Ms. Joan Brown.

 Hope that helps.

Thanks Tara, however, the problem is that we have a number of couples where both are constituents.  For example, they may give as a couple, but the other spouse might be a board member for a trust that we are cultivating, therefore they would be invited to events and therefore have their own constituent record.

We do use the soft credit function, but my problem is with the constituency coding.  Should they both have the donor constituency code, or should it be applied to one constituent record? 

Any suggestions would be gratefully received.

Thanks

Charlotte