Can't say for sure what all the repercussions might be - depends a bit on your data entry process. I haven't had any negative ones. I do uncheck the spouse box when there's a death or divorce as then the addresseee/salutations are all updated. (We have several add/sal forrmats that include...

When generating a list from an Export of constuitents and their spouses to create name cards for an event (e.g.) it exported out all spouses, whether deceased or divorced. Luckily someone noticed the person was deceased and removed the card. I told the use to make sure to also export out the Deceased...

Hi all, how do other schools handle crediting gifts when an alum is married to an alum? How do you handle reunion giving when both alums are in the reunion year? Examples on the knowledge base or other forums? How do you do it? Thanks. -Fred Sarah Lawrence College

Aloha! We've recently converted to RE and I'm in the process of cleaning data from the conversion. There are a number of deceased constituents that I have come across which have a spouse wanting to be active with the organization. Currently, once a constituent is deceased their record is checked...

For those of you who maintain separate, but linked, spouse records in RE, how do you record Actions? Specifically, if you speak with Mr. Smith you will, of course, put an action on his record. Would you then duplicate it on Mrs. Smith's record? If not, you would need to look at both of their records...

I was wondering how everyone handles deceased constituents who have a spouse listed on the record. We currently maintain 1 record for married couples who are not both alumni. When the primary record holder dies, we simply switch the primary record holder info with the spouse. But we have run into some...

When I create an organization relationship on a constituent's record (for instance, a primary business), the spouse (those with their own record) automatically becomes related to the org also. Upon opening the spouse's bogus org relationship, everything is grayed out, but even so, it is a bit...

How are some of your organizations handling spouses if they have a separate record in the system for reporting purposes. For a recent Phonathon solicitation list, we were told to exclude the donors who had assigned prospects but that didn't stop from pulling the spouses who get soft-credited but...

Entry error has resulted in spouse B being credited for a gift that should have been credited to spouse A...now spouse A shows as the "soft credit" recipient. Does anyone have any suggestions for correcting this? Can it even be done or are we stuck with the "history" being incorrect...

Hello, We are having debate in our office about whether a spouse should get their own record if the HOH becomes deceased. Our practice has been that if the surviving spouse is still involved and a donor then we create a new record for them. The attributes, giving history, etc all carry over to the new...