Married Constituion Dies - what to do with the record

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Jennifer Poe
Jennifer Poe ✭
Sixth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
I work for a senior living organization and regularly have situations where a spouse passes away. Currently, married couples share a record. What should I do once the spouse passes away? In the long term, should I start separating spouses into their own records and use soft credits and hard credits accordingly?
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Definitely look at using the business rule suggested by Ryan Hyde‍.  That has worked well for us for years. 


    You will get a pop-up if constituency code is required by your org (I think that's why we get it.) where you need to select a constit code for the surviving spouse. I often wish I'd looked at the date on the deceased spouse record before I checked deceased and saved it so that I would have the date to enter right then that was the same. 
  • Carrie Roberts
    Carrie Roberts ✭
    Ninth Anniversary Photogenic First Reply
    If the household are just donors (no other interactions), I manually swap their info, putting the surviving spouse on Bio 1 and the deceased spouse on the spouse tab, and adjusting the Add/Sals.  It takes a few minutes, but keeps the tidiness of one Constituent record for the household and maintains that unbroken giving history of hard credits.


    That said, we do have lots of couples with separate linked records due to volunteer activity, tributes, event attendance, etc. In that case, if one spouse dies, I confirm that the surviving spouse is marked Head of Household and gets all hard credits going forward. But if they are only donors, I don't see an advantage to creating a separate record.

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