How to send copy of all mailings for one constituent to different addresses?

Robin Richardson

Some of you may have encountered this kind of situation. We have an elderly donor couple whose son wants to receive a copy of all mailings (especially event invites) sent to his parents. Any creative ideas how to do this? Thanks!

Gina Gerhard

Robin - We ended up creating a constituent attribute named 'Event/Mailing INCLUSIONS' so we could mark any records that needed to be included on specific event invitations or mailing lists and did not meet any of the regular criteria that would pull them in.

• This works fine for us, but it is something you may want to review periodically as it's somewhat hidden and may need to be reviewed/refreshed periodically.  
  • If for some reason their record would now fall into the regular criteria, we would remove the attribute as it's no longer needed.

Faith Murray

I assume your dilemma is that you want the mailings to still have his parents' names on the SAlutation even though they are sent to the son's address; and that both the son and the parents also want to receive their own mailings. Ergo, three mailings to two addresses. Right?



If you only have the one case, a simple Action reminder might suffice to remind you to manually send him an extra piece. However, if that's too cumbersome because of large numbers of mailings, another idea would be 1) to create a new type of address type, pull it separately and append it to your mailing list export; or, 2) create a "dummy record" with his parents' Salutation in care of the son's address, with a pop-up Note in the record warning that gifts should not be posted to this record. Perhaps you could even name the record Dummy Record, so that it is apparent during data pulls and gift batches. This option is probably the route I would go myself, since it is the least labor-intensive. As long as it has no gifts attached to it, you can then later delete the record when the situation passes.

Nicole S

We did something similar to Gina.



We had a couple who lived at different addresses but wanted to be treated as a married couple but who also wanted to get mail at each address seperately and addressed to both of them as a couple.  AND a pair who were not a couple (siblings) but wanted to receive mail jointly.



Basically 2 ends of the spectrum.  Shows that no matter what you will always have a few outliers that can't be treated the same.