Addressee/Salutation Format Changes

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Hi All,


We are thinking about changing our addressee format from the traditional Mr. and Mrs. John Smith format to Mr. John Smith and Mrs. Jane Smith. I'd like to hear some feedback on what other organizations are doing and if you've made the switch do you experience any issues with exports or mailing lists?


Thanks!


Rob

Comments

  • For nearly all communications, we have opted to drop titles entirely. So Mr. and Mrs. John Smith becomes Jane and John Smith. We found that this simplified our processes immensely, and has avoided lots of confusion and complaints about incorrect titles. We made the switch a few years ago; so far we've had just one complaint. We've had lots of positive feedback, especially from the Jane Smiths who are alumni, and didn't like receiving mail addressed primarily to the Mr. John Smiths, who are not.
  • Jason Black:

    For nearly all communications, we have opted to drop titles entirely. So Mr. and Mrs. John Smith becomes Jane and John Smith. We found that this simplified our processes immensely, and has avoided lots of confusion and complaints about incorrect titles. We made the switch a few years ago; so far we've had just one complaint. We've had lots of positive feedback, especially from the Jane Smiths who are alumni, and didn't like receiving mail addressed primarily to the Mr. John Smiths, who are not.

    Hi Jason,


    Thanks so much for the feedback. Yeah, we've thought about dropping titles too but are an healthcare organization with many MD's etc. How do you handle anyone with a professional suffix? Do they seem to  have a problem without being addressed with a title?


    Rob

  • We use "Deborah and David Cohen" as Addressee and "Mr. and Mrs. Cohen" as Salutation - that way they both get top billing along the way and she's not referred to as Mrs. David Cohen.


    We tweak as needed when faced with a Dr. or The Honorable.


     
  • We haven't had any complaints from those with professional titles, but then, we're not a hospital. That's something to consider given your organization. We do have a lot of military alumni, and so far haven't heard complaints from any colonels or captains that we didn't refer to their titles, nor have our faculty with doctorate degrees complained. 
  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Shani, interesting twist. I've never seen any one use a mix of informal and formal. Quite honestly as someone who generates the letters, If it came to our house in the mail like that I would think someone messed up in picking the add/sal format to insert. surprise


    What do you use on the envelope?
  • Elizabeth Johnson
    Elizabeth Johnson ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    I actually finished an overhaul of our system last week to have an option to drop titles where possible, we drew a line in the sand for people that were over a certain age. We have several that have already made their preferences known so we observed those. Our Director of Development wanted a handful not to have a title on the addressee (envelope) but fine to have a title on salutation. I too thought it was odd but these are distinguished people he works with regularly and I'm happy to cater to his desires for the people he is responsible for. 


    Robert, I would suggest that someone from your department reaches out to a sampling of approachable constituents and get their opinion. I'm guessing if you are a hospital and that the majority of your constituents are within a certain region. The new norms and expectations might be easier to capture than for an organization like mine where we have constituents in every state and 172 countries.

    I'd be interested in hearing what you end up deciding on. Good luck!

  • We do the same thing as Shani's organization and haven't had any complaints from donors. 


    Tatyana
  • Robert Odoardi:

    Hi All,


    We are thinking about changing our addressee format from the traditional Mr. and Mrs. John Smith format to Mr. John Smith and Mrs. Jane Smith. I'd like to hear some feedback on what other organizations are doing and if you've made the switch do you experience any issues with exports or mailing lists?


    Thanks!


    Rob

    I'm phasing our org from Mr. and Mrs. John Smith (as it was when I arrived *shudder*), to Mr. John and Mrs. Jane Smith, and will soon move to "John and Jane Smith" as many of my constituents have started requesting. I've found that "Mr. John and Mrs. Jane Smith" is even a bit long for any mailing and the names tend to trail off the end. Your format is even longer with "Mr. John Smith and Mrs. Jane Smith" and that would cause a lot of trouble for our mailings.

  • We use the following....

    addressee as John & Jane Smith

    Salutation Mr. & Mrs. Smith

    Additional Addressee & Salutation-Category Informal- John & Jane


    This way we can have all three levels pending on what type of mailing we are sending out.

     

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    LOL - I find these modern takes on appropriate style amusing. Shows  I'm probably older than most of you.


    Back in the day, proper use of addressee and salutation was taught in many school courses. If formal addressee (envelope and address block) was Mr. & Mrs. Fred Flintstone the salutation would be Dear Mr. & Mrs.Flintstone. If an informal addressee (envelope and address block) Fred & Wilma Flintstone was used, salutation would also be informal: Dear Fred and Wilma. (Formal formats for handling spouses different last names.)


    Interesting to see the mix of formal and informal reflected in these posts.Will have to do some research to see what etiquette recommends now days. 


    We've always preferred to use informal format: Fred and Wilma Flintstone. Eliminates issues when gender is unknown and even more so in today's culture. In RE we have formats for informal and formal addressee and salutation should we need them. Only used formal a few times that I can recall for some special invitations.. 
  • Robert Odoardi:

    Hi All,


    We are thinking about changing our addressee format from the traditional Mr. and Mrs. John Smith format to Mr. John Smith and Mrs. Jane Smith. I'd like to hear some feedback on what other organizations are doing and if you've made the switch do you experience any issues with exports or mailing lists?


    Thanks!


    Rob

    www.formsofaddress.info

  • Robert Odoardi:

    Hi All,


    We are thinking about changing our addressee format from the traditional Mr. and Mrs. John Smith format to Mr. John Smith and Mrs. Jane Smith. I'd like to hear some feedback on what other organizations are doing and if you've made the switch do you experience any issues with exports or mailing lists?


    Thanks!


    Rob

    We used to use an informal/formal combination: John and Jane Smith and Mr. and Ms. Smith. However, as we are wanting to show our acceptance and understanding of our LGBTQ friends, we decided to stop asking for title and gender. That morphed into a change in our addressees and salutations, then, too. We still use John and Jane Smith for the addressee, but now use John and Jane for the salutation. An exception to this is those with professional titles (Dr, Senator, etc). For those folks, we use Dr. John Smith, MD and Ms. Jane Smith, then Dr. and Ms. Smith.


    To make the changes, I used global changes and it took no time at all. If a record had Mr. and Ms. Smith, I know I wanted John and Jane. A simple query, then global change using Replace took care of it.


    I hope that helps!

  • Does anyone else "Stack" names?  Our mailings go out this way:


    Mrs. Jane Smith '95

    Mr. Ron Smith

    123 Main Street

    Smithtown, NJ 33333


    We make the alumnus/a the primary person in the relationship.  If both are alumni we arbitrarily choose one.  


    None of the built-in RE mail functions seem to allow us to kick out the Primary Addressee filed of spouses on separate lines so we generate all our mailing lists through Exports.  It isn't a big deal since we usually have to include several other custom fields anyway.
  • You can hard code your breaks in when you set up your Addressees through configuration.  Then it will work properly through the Mail module.  Unfortunately it does not carry through on an Export so you have to manually enter the break when exporting out.
  • Oooo... that seems familiar.  Maybe we discovered that and then promptly forgot it.. laugh   What's the trick for that?  It wouldn't matter in our case because of all the custom fields we use, but it might be useful in other circumstances.  Thanks!
  • @Tom Klimchak I'm having the same problem. We want our addressee to be in different lines on the envelope. In the addressee section I can create multiple lines and add it correctly there, but I can't use the Mail function, because that is only capable of exporting one Addressee line.

  • @Marybeth Jewhurst How does that work through the Mail Module? I found that hard breaks are only applied correctly in Mail if I use Labels or envelopes. Quick Letter can't do it, or what am I missing?

  • @Josef Stolz I believe this to be true - It worked they removed Microsoft products from RE. I still heavily rely on it for envelopes and labels. I'm hopeful they will build this functionality into the web view as of right now the hard and conditional returns look awkward on the screen. I'd vote for things in the idea bank but I haven't been able to access it for years.

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