1) Do you delete the member from your records completely? Even if they have a spouse?
NO! If there is a surviving spouse, alter the record, and put a note in notes field indicating the death. If there is no surviving spouse, we've created a "do not mail" field, with one option being "deceased" (among others like moved, insufficient address, etc...).
2) Do you transfer the name of the record to the surviving spouse or family member? Is that intrusive?
If there are separate records, I'd mark the one who died "deceased", keeping them separate. There might have been a reason to have them separate in the first place (like if they were divorced....)
3) Do you mark them deceased and establish an 'expired'/ no longer active membership status, thus keeping a record of their membership.
I gather you're asking about payment records? Yes, I'd keep them! If you delete them, then any past donation history will be permanently altered (i.e. suppose the donor was a major donor, giving $20K each year...after their death, if you delete the payment record, then your total gifts for that year for the organization will be decreased by that $20K....)
4) Do you move their record to an archive file?
I wouldn't. You just need to be sure any finds for mailings etc....omits your deceased patrons.....
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Cecily Clemons
Development Director
Predator Conservation Alliance
[EMAIL PROTECTED]g
406.587.3389
406.587.3178 (fax)
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From: "Michele Simpson" <[EMAIL PROTECTED]>
Organization: Rocky Mountain Biological Lab
Reply-To: "TechRocks Support" <[EMAIL PROTECTED]>
Date: Wed, 13 Feb 2002 15:56:45 -0700
To: "TechRocks Support" <[EMAIL PROTECTED]>
Subject: [support] Deceased Members
I'm curious as to how other organizations handle the records of deceased members.
The questions I have are these:
1) Do you delete the member from your records completely? Even if they have a spouse?
2) Do you transfer the name of the record to the surviving spouse or family member? Is that intrusive?
3) Do you mark them deceased and establish an 'expired'/ no longer active membership status, thus keeping a record of their membership.
4) Do you move their record to an archive file?
Thanks for any input.
Michele Simpson, Assistant Director
Rocky Mountain Biological Laboratory
Post Office Box 519
Crested Butte, CO 81224
970-349-7231
[EMAIL PROTECTED]
www.rmbl.org <http://www.rmbl.org>
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