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head of household processing (RSS)
  • Mail Musings: Head of Household Processing

    Imagine that you are Mr. Belding , principal of Bayside High. It's time for you to send out the Class of 1993 alumni newsletter, and you want to make sure that it goes to each alumnus's address only once. For some of your alumni, that's easy - Jesse Spano , A.C. Slater , and Lisa Turtle all...
    Posted to Weblog by Douglas Clinton on 10-29-2009
  • Re: Only one please

    I assuming you are processing your mailing list through RE Mail. If your using Export then this may/may not apply I would think you will want to use "Mail only to constituents marked Head of Household". You will need the 'with spouse addressee' field on the head of household record...
    Posted to Forum by JoAnn Strommen on 10-19-2009
  • Soft credit for gifts before marriage?

    I sent an appeal to anyone who hadn't given to anything in the last last 10 years, using head of household processing. We received a check from the wife (non-head-of-household) and saw that she DID have gifts on her record from the past 10 years. Since the gifts were given before she and her husband...
    Posted to Forum by Lindsay Westfall on 09-28-2009
  • Record processing - spousal relationships

    Our organization currently creates two records for the husband and wife if their individual relationship with the organization is different. For example, say the husband is a Board Member and the wife is volunteer. The husband will have a record that links to the wife, the husband is head of household...
    Posted to Forum by Terra Depew on 04-22-2009
  • Separate Spouse Records

    I'm dealing with the issue of when it is appropriate to create a separate record for a spouse. For the most part, our policy is to keep the husband and wife together on one record. Of course, this becomes tricky when dealing with information that is unique to one or the other. For instance, the area...
    Posted to Forum by Keith Tramantano on 02-05-2009
  • Head of Household records

    Can anybody explain to me a neat method of handling 'head of household' records, whereby (in our example) we have two Alumni who live at the same address, and so only one piece of literature needs to be mailed to the household, rather than one per constituent? Thanks, Pete
    Posted to Forum by Peter Davis on 10-31-2008
  • Re: Query needs to exclude duplicate records

    Hi Alison, You may need to take another step by combining your query with a mail task to best use the head of household processing, see knowledgebase articles BB19753 and BB520345. How do you want to use the query results? Are you exporting from the results tab of your query? Do you want to use the data...
    Posted to Forum by Jason Want on 09-22-2008
  • Head of Household - which spouse?

    Hi there, My director is thinking of changing how we handle head of household. Can I hear from some people about how you handle HoH at your org? Thanks, Mary
    Posted to Forum by Mary Simmons on 04-22-2008
  • Reporting of soft credits

    Cry Scream Freak Out These have been my approaches in the past. Spousal soft credits is a huge problem in RE and there is no way I have found to fix this. Where I was previously the couples giving was maintained on one record except in very few exceptions. This eliminated much of the cleanup problems...
    Posted to Forum by Melissa Graves on 08-01-2007
  • Spouse's with Seperate Memberships

    We have this sort of individual only membership and if both spouses wanted to be a member they would both pay the fees and then both have their own membership record. We don't actually have any couples where both people are have a membership but I do have a solicit code set up to filter one of them...
    Posted to Forum by Alison Strawbridge on 07-27-2007
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