Families at one address with different last names

Trina Ferling
Trina Ferling
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

How to eliminate duplicates for mailings when they have different last names but are at the same address

Comments

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Trina Ferling You can easily suppress sending to both Spouses using the Head of Household processing in RE Export and Mail. For other members of a household, I see clients often exclude children based on their age or a solicit code.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Trina Ferling HOH processing is the answer as @Christine Robertson just posted.

    If you don't have your records linked to use HOH other options would be have your mail house de-dup or export mail file to csv/Excel and use the conditional formatting to identify the dups and remove one instance.

  • Miki Martin
    Miki Martin Community All-Star
    Kudos 5 Fifth Anniversary PowerUp Challenge: Standard Reports+ PowerUp Challenge #3 Gift Management

    @Trina Ferling one thing I ended up doing while at my past org was to create a new address type for the students/children or others that lived with a family member to reduce the number of mailings going to an address. This does require mindful updating, though, and others need to be aware if they're making address updates. I would also double-check the addresses before sending the list to our printer but this only works if whoever is entering the addresses does it consistently.

  • Rachel Bailey
    Rachel Bailey
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Miki Martin, we do something similar but with a Solicit Code. In addition to HOH processing, if a minor comes to volunteer with their guardian(s), we assign them a “Lives with Parents” Solicit Code which we then suppress from mailings to reduce the number of pieces each address receives. Because we capture birthdate for all our volunteers, we can also periodically identify anyone 21+ marked “Lives with Parents” and globally remove the Solicit Code from their records. Not a perfect solution, but just another option.

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