Handling the assignment of couples in portfolios

Jeanette Hanlein

can you let me know how you handle couples in fundraiser's portfolios - do you add both to the portfolio? If so, do you count them as 2 prospects in the portfolio or as one? If not, how do you code the other member of the couple so that it is known that the prospect is “taken” for lack of a better term?

Jenny Marquardt

The solicitor type we use is Relationship Manager or Relationship Manager - Spouse/DAF/Secondary

When I pull the portfolio I only pull Relationship Manager

It seems to work for us.

Marie Stark

We have one spouse with a Primary Manager, and add them to the other spouse as a relationship manager. We also have a business rule with a popup message.

Amy Shaiman

We typically assign both spouses to the development officer's portfolio, with a few exceptions.

Larry Wheeler

We assign both, but one will have a See Spouse Info for Assigned Solicitor

Elizabeth Johnson

Not many spouses have their own record in our system. We assign both to the same fundraiser. They are both counted in our stats.

Deb Dressely

We also assign both and use the relationship types of Primary Manager and Associated Manager. This works well for individuals who are also business owners. We can connect both the individual and spouse or business to the same gift officer but not double or triple the count in their portfolio when we pull by Primary Manager.