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Marking a spouse as a solicitor

Last post 04-21-2008 3:32 PM by Laurel Quaintance. 5 replies.
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  • 01-31-2008 2:59 PM

    • Rebecca Schafer
    • Top 25 Contributor
    • User Since: 1999
    • Posts 135
    • Organization: Big Brothers Big Sisters of Central Indiana
    • Products:  The Raiser's Edge

    Marking a spouse as a solicitor

    Is there any way to mark a spouse as any type of solicitor or do they have the be the primary? Thanks - Rebecca L. Schafer Big Brothers Big Sisters of Central Indiana [Email Removed]
    Rebecca L. Schafer
    rschafer@bbbsci.org
    317-472-3713
  • 01-31-2008 3:58 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 431
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Marking a spouse as a solicitor

    Only constituents can be solicitors. If you want to make the spouse a solicitor, they will have to be a constituent. Drew J. Drew Allen Children's Hospital of Philadelphia [Email Removed] Check out the user run RE Forum at http://www.blackbus.org/ . Check out the Crystal Reports blog "Crystal Clear" at http://www.blackbus.org/blogs/viewblog.php?userid=63
    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 04-17-2008 12:15 PM In reply to

    Re: Marking a spouse as a solicitor

    We are toying with the option of using a combination of solicitor type and addressees to avoid having to create records for our spouses who are solicitors.  As an independent school, this is a huge portion of our population.

    Amanda Styles, Director of Annual Giving, Paideia School, Atlanta, GA 

  • 04-17-2008 12:28 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 672
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: Marking a spouse as a solicitor

    I would not recommend it as in nearly all places (on gifts, in proposals, etc.) you don't have the option of seeing an addressee - it is always just LN, FN. 

    Melissa S. Graves
    Director of Development Services
    The Village for Families and Children
    Hartford, CT
  • 04-17-2008 12:51 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 431
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Marking a spouse as a solicitor

    Do not do this under any circumstances.  It violates all principles of database design.  Solicitors need to be constituents.  Period.

    You may be able to avoid having two records by switching who is the primary constituent, but in some cases you simply cannot avoid having two constituent records for a couple.

    Drew

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 04-21-2008 3:32 PM In reply to

    Re: Marking a spouse as a solicitor

    I handle the spouse as solicitor by making the spouse a constituent and giving them a constituency Code of Second Account - which gets excluded from all mailings (solicitations, etc.) We have this same issue crop up with Committee members too.

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081