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Membership Module: spouse is the member

Last post 05-07-2009 2:24 PM by Lisa Brown. 4 replies.
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  • 05-06-2009 12:31 PM

    • Lisa Brown
    • Not Ranked
    • User Since: 2009
    • Posts 4
    • Organization: Harris Methodist Health Foundation
    • Products:  The Raiser's Edge

    Membership Module: spouse is the member

    We are new to RE and are setting up our constituents in the Membership Module.  We are a healthcare foundation and are using this module to track membership in various boards and volunteer groups.  We have times when the member is the spouse and thus not a constituent.  I am trying to determine what others are doing?  Do you make the member the primary constituent or do you give them their own constituency record?  If you make the primary, what do you do when both are members of a group?  If you give them their own record where do you post their gifts??

  • 05-07-2009 5:35 AM In reply to

    Re: Membership Module: spouse is the member

    If an individual is a member, they should have their own constituent record as you will need this to manage mailings, attach gifts and record attributes. 

    If the membership is a couple membership, then the primary member should definitely be a constituent, but the secondary member, unless they are at a different address, does not need to be a constituent, unless you are approaching them separately.

    Gifts in all circumstances should be added to the primary member's record and soft credited to the spouse if they have one who is a constituent and part of that membership. 

    Just reading that through and I hope it makes sense and in some way helps!

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
  • 05-07-2009 2:24 PM In reply to

    • Lisa Brown
    • Not Ranked
    • User Since: 2009
    • Posts 4
    • Organization: Harris Methodist Health Foundation
    • Products:  The Raiser's Edge

    Re: Membership Module: spouse is the member

  • 05-07-2009 2:24 PM In reply to

    • Lisa Brown
    • Not Ranked
    • User Since: 2009
    • Posts 4
    • Organization: Harris Methodist Health Foundation
    • Products:  The Raiser's Edge

    Re: Membership Module: spouse is the member

     

  • 05-07-2009 2:24 PM In reply to

    • Lisa Brown
    • Not Ranked
    • User Since: 2009
    • Posts 4
    • Organization: Harris Methodist Health Foundation
    • Products:  The Raiser's Edge

    Re: Membership Module: spouse is the member

    Thanks.  It does make sense.

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