What is the best practice for the remainder of a pledge when a constituent passes away?

Meghan Henson
Meghan Henson
First Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

The spouse of a deceased constituent is making payments on a pledge that was entered on her husband’s record. (Prior to him passing she was soft credited for each payment) When I enter the gift and try to link it as a pledge payment, it shows that she does not have a pledge. I was able to select load pledges, enter his name and find the active pledge. After I committed the payment, her record is showing as a Pay-Cash-Soft Credit, and when I go into the gift record, she is also being listed under the soft credit tab. (it looks like a double soft credit) Do I delete the soft credit under the soft credit tab in the gift record?

Should the pledge be moved to the living spouse?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply

    @Meghan Henson Hi! I moved this discussion from Altru to Raiser's Edge NXT. Thanks!

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    Welcome to the community @Meghan Henson. I definitely would not move the pledge to the widow. The pledge was made by the deceased, and should stay there as a historical record. The payments should be on the widow's account. You will have to uncheck the box to soft-credit the spouse for gifts. I would delete the second soft credit. But make sure that the widow is receiving hard credit as well.

  • Alex Wong
    Alex Wong Community All-Star
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    @Meghan Henson
    Agree with Dariel. Keep pledge where it is.

    new payment should be direct credit (entered on) the spouse record, no soft credit needed

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