New: Deceased Constituent Options in Web View

In web view, we recently released options for how to handle deceased constituents to all Raiser’s Edge NXT customers. These options were carefully selected after consulting with existing customers to learn which options and rules they commonly set in database view.

   
How do the new options work?

From a constituent’s record, after you select Mark as, Deceased, you can now:

• Attach a file, such as a PDF of their obituary  
• Update how you communicate with their spouse, and (if necessary) change the spouse to a constituent.

From Control panel, Settings, under Constituent records, admins can set rules for how Raiser’s Edge NXT handles records for deceased constituents and their spouses, such as:   

• Stop future mail from being sent to deceased constituents
• End active constituent codes assigned to constituents when you mark them deceased
• Change widowed spouses to constituents by default
• Update marital statuses of spouses and select their new status, such as “Widowed”

Note: In Control panel, Security, admins can create a role and assign permissions to other users for these settings.

   

    
Important considerations

In database view, admins can still define rules for marking a person deceased, but those rules work independently from rules in the web view. Records update according to the rules you set in the view where you mark a constituent deceased. We recommend you match your rules between the two views to avoid confusion.

   

Many organizations may find that the functionality in web view provides all they need for a straightforward way to mark people deceased. Plus, web view offers the added benefit of allowing you to attach an obituary. However, if your organization makes a practice of soft crediting gifts from deceased constituents to their spouses, you must still mark the constituents deceased in database view. If you do choose to mark a constituent deceased in database view, you still have the option to go to web view and attach an obituary.

   
Tell us what you think

We look forward to partnering with all of our customers as we continue to evolve our features. As you start to work with the features, be sure to discuss your thoughts and share your ideas in the Community to help guide their development.   

   

For more information, see Deceased Individuals and Deceased Individuals Settings.