Data Health Tools - DeceasedRecordFinder - Yay or nay?

Hi all,

I'm looking to hear from others what your experience with DeceasedRecordFinder in the Data Health Center has been.

We recently used AddressFinder and were very happy with the results, however a consultant cautioned us about using DeceasedRecordFinder. I seem to recall there was a concern that it could make mistakes?

  • What did you find were the Pros and Cons?
  • Did you do a portion or all of your records? If you did a portion, what was the criteria?
  • Did you have the chance to manual review and make changes the findings first before updating?
  • How often do you run it?
  • Did you use it in Web view or Database view?

Comments

  • @Rachel Kauer
    Yay! We use Deceased Finder and find it helpful in identifying folks that wouldn't be found through our University keyword searches through other services. The service scans our entire database (I'm pretty sure that's the only option in Web View).

    Pros
    Identifies records in a list and allows for org to research and determine if the constituent is actually deceased and mark it as such if so.

    It's possible to remove records from the list if it's determined they are not deceased.

    Anyone with rights to the Data Health area of web view can go in and work through a few records as there is time.

    It is possible to export the list and add the system record IDs in query if Database view is preferred.

    It is possible to filter the list by when the constituent was reported deceased to narrow down the results.

    The list has columns for the Constituent Name, Impact Risk, Date Deceased, Birth Year, Reported by (death certificate relative, etc.), and Date Reported.

    No need to export data and send it to an outside vendor!

    Cons
    Only looks up individuals with full constituent records. In other words, spouses with only a spousal relationship will not be included.

    Like any append, it requires research to determine whether it is the same person. We find a good number of family members with the same name (especially grandfather/father/son situations) where the older generation passed away but our alum is still living.

  • @Rachel Kauer
    Hi Rachel,

    My organization used deceased finder for the first time last year to screen our database. We have about 17,000 records in our database, screened all, and deceased finder turned up about 190 records. Each of these were confirmed as deceased by a team member or volunteer by finding a corresponding obituary or newspaper notice. For any that couldn't be confirmed, a tag was added that the record was marked deceased from deceased finder in case there were any issues in the future.

    My organization is a hospital, so most of the records in our database are from local donors. We screen the daily obituaries from the newspaper against our database for donors. We also utilize the demographic information for anyone who passed at the hospital each quarter to check for deceased donors who may not have an obituary. For these reasons, we don't keep deceased finder as a tool on retainer, but plan to use it every few years to catch anyone missed.

    Good luck!

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Rachel Kauer We use it and have had good results. Check out this KB article for the differences in running thru web view vs. db view.

    We have only done alumni and we have done all records. I would agree with @Becky Griswold's Pro/Con. Covered it well.

    We run thru db view have the data uploaded to attributes. We have consistently had 2 records noted as deceased where it was father with same name. I've noted that in attribute of previous run and know it.

    When we submit all records, I (control nut that I am) search for ‘Alumni’ that are not certain.
    I pull others with attribute list from RE and the DRF list and give to our student worker to search for the obits online of the ‘friends/non-alum’ that are listed. They usually find over 90%.

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

    @Rachel Kauer Any append solution is prone to mistakes. None of them have a 100% success rate, but I think I like DRF more than most because I have more control over the data. It would be foolish to just mark all individuals as deceased just based off the append without really looking at the reports and doing research. These are just tools designed to give us starting points and more data to allow admins to make informed decisions. Having a confidence level guide in the report gave me more information into the append data collection process.

    I think the question is whether or not to use the tool, but do you think you have tools that are better? Obviously you think there is a need to find potentially deceased individuals, but I think you need to try it if it's in the budget. I'm also a big fan of using different vendors for these services as they all have some blind spots.

  • Rachel Kauer
    Rachel Kauer Community All-Star
    Kudos 4 August 2025 Monthly Challenge Badge Name Dropper Participant

    @Dariel Dixon
    Hi Dariel,

    Absolutely! I am most concerned with being able to control what gets updated. I would not want an automatic unreviewed update to any of our data. It's good to hear that more control was an aspect of DRF you liked.

    Did you find you had the option to submit a portion of the your records? (I wasn't the one driving when we used AddressFinder, so I'm not really sure the steps for any of the append services in the Data Health Center in database view.)

    I ask, because based on my team's apprehension I'm feeling like we might start with looking at a group that hasn't given in 10+ years. That said our RE database goes back to the DOS days and based on our current data mining, cleanup is long overdue for all our records.

    I'll admit I haven't yet begun researching alternative tools. I just took over the process of marking constituents deceased and discovered we have intermittently used google alerts, which has been employed…inconsistently. Out of an abundance of curiosity did you have any particular vendors in mind for this kind of thing that I can compare?

  • Rachel Kauer
    Rachel Kauer Community All-Star
    Kudos 4 August 2025 Monthly Challenge Badge Name Dropper Participant

    @JoAnn Strommen

    Thanks JoAnn! When you say the data uploaded to attributes, was that a choice you had to select? Or is it that after reviewing the records and making any changes, if you commit them - the DRF service does not make the records deceased or enter a deceased date? But instead adds an constituent attribute?

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

    Absolutely @Rachel Kauer. When I ran DRF, I based it off a query. We received the data back with a report. It was several years ago, but I remember getting the data back segmented by confidence. There were records that were confirmed dead, suspected deceased, and other variations. I determined based off the data we got to only import in the confirmed deceased records, and everyone else was researched. We eventually did code some of the other records as deceased after researching, but it was a process. I did the appends in DBV at the time. I'm not sure how the process works in NXT.

    EDIT: To add in @JoAnn Strommen's reply, the confidence ratings were added as a DeceasedRecordFinder attribute, which was added by the system during the process. We were able to used those attributes to see the confidence score of the records and base queries off them. I don't remember the process automatically coding any record as deceased.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Rachel Kauer See the KB article for what is done/not done automatically. As @Dariel Dixon said, it adds an attribute that you can sort by, query, etc.

    Check to see if you have unlimited runs of DRF if you are only doing a group at a time. I'm not sure if you can run it at will, are limited per year or if there are different fee levels for different use.


    This is example of results loaded on record for our 6/2023 and 8/2024 screening. His death was recent so pulls with 9/99/9999 in comments. I marked confirmed as I found obituary.

    491c19d6c1b24f047802c83e81a653a4-huge-im

    This one came back with date of death and we confirmed

    75632c0f65c3eeb1e82ff0ef9d9a1652-huge-im

    Attribute descriptions come back with Death Certificate, Relative Verified, or Unconfirmed.

  • Rachel Kauer
    Rachel Kauer Community All-Star
    Kudos 4 August 2025 Monthly Challenge Badge Name Dropper Participant

    The thoroughness of all of your answers is very appreciated, I think I have exactly what I need. I've seen the saying in the community, “know enough to be dangerous,” but I prefer knowing more than enough to experiment with understanding! Thank you both for sharing your wisdom.

    @JoAnn Strommen

    Sorry JoAnn, I missed that the answer to my question to you was in the link you sent! ?

    Having a snapshot of what the attribute looks like is really helpful. As is the linked resource, I know that will be very helpful in convincing my team and answering their questions. Good idea, I will look into how many runs we have and be sure to point that out to my team to make sure we use our runs wisely and segment carefully.

    @Dariel Dixon

    Dariel, thank you for confirming that we can segment by query in the database view and explaining the confidence scoring aspect further. All this information about what you got back and how it was segmented should really help me give my team the answers we need to execute this in database view. Plus it's nice to be able to point to an example of another team that used it in database view and the level of control.

  • Apologies if this is a stupid question, but are DeceasedRecordFinder and AddressFinder usable outside of the US? We are a UK based charity, so I've always assumed they won't work for us. We currently pay a 3rd party to screen our data, but it often comes back with errors.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Amanda Tindale I believe both are US based searches

    From knowledgebase:

    AddressFinder is recommended for use with domestic addresses only. International addresses may be updated incorrectly in an AddressFinder screening if the Post Office is able to CASS certify an address based on Street Address and Zip Code. It is advised to only submit domestic addresses for AddressFinder screenings to ensure accurate results.

    Address changes that are present in the NCOA database, which is the U.S. Postal Service's National Change of Address database. For information on how the addresses are matched from The Raiser's Edge database to the NCOA database, refer to How does AddressFinder match addresses?.

    The Deceased Record Finder service screens existing constituents submitted from your database through sources like the Social Security Administration Death Index and other publicly available data. It returns a Deceased Attribute for those constituents found to be deceased. The primary data source used for this service is the Social Security Administration Death Index, with additional sources such as obituaries and other publicly available data also being utilized. The "Reported By" details indicate how the information about deceased individuals was obtained.

    I would ask support if there is a version available for the UK. There are some other vendors that offer international screening possibly like SmartZip. Not sure exactly what their search capabilities are.


  • @JoAnn Strommen thank you, I thought that might be the case. I will look into alternatives, and I'll ask our customer success manager. We've only just done the last data cleanse, plenty of time to find a better option before the next one.

  • @Rachel Kauer
    I have used Deceased finder in both Database and NXT views. I much prefer NXT and it runs continuously and adds an attribute on the record and creates a list of those they identified as deceased. We then go through each record and research the obit to see if we can confirm. If we cannot, we do not mark them as deceased. If we do, we add the obit to the record and then add the deceased date. It has helped us tremendously. Database view was not as user friendly and we abandoned that process years ago.