How to Deal With Board Member Spouses When it Comes to Reporting

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Jackie Cistaro
Jackie Cistaro ✭
Ancient Membership Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion

Hi, I don't know if anyone else has this issue, but at our school we get some new board members every year or so, and some of them end up being the spouses rather than the head of households. I know it's easy enough to switch the categories, but the problem is that we switched over to Raiser's Edge in 2011, so if the donors have a long history of giving, there's no way to easily soft-credit all of the older gifts.  I know that we have to change gift query options, etc in order to make sure the spouses get the credit, but if I've just given the spouse their own record (if they hadn't already had one), is my only option to manually soft-credit them each gift on the head of household's record? My supervisor suggested switching the head of household and spouse, but then there's always a chance that the new spouse could someday become a board member too....any suggestions would be appreciated!

 Thanks so much! 

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Jaclyn Cistaro:

    Hi, I don't know if anyone else has this issue, but at our school we get some new board members every year or so, and some of them end up being the spouses rather than the head of households. I know it's easy enough to switch the categories, but the problem is that we switched over to Raiser's Edge in 2011, so if the donors have a long history of giving, there's no way to easily soft-credit all of the older gifts.  I know that we have to change gift query options, etc in order to make sure the spouses get the credit, but if I've just given the spouse their own record (if they hadn't already had one), is my only option to manually soft-credit them each gift on the head of household's record? My supervisor suggested switching the head of household and spouse, but then there's always a chance that the new spouse could someday become a board member too....any suggestions would be appreciated!

     Thanks so much! 

    Even though it's a bit labor intensive, we would manually soft-credit the spouse for each gift if we felt we had to see it on their record.  Using next gift record, paste function it's not a bad as it seems - just did it for one where spouse needed their own record.

    While switching the HOH /spouse may be easier, I'm not in favor of doing that with our records. We create a second constituent record and leave the original data/attributes with the original record.  Like you said, the other spouse could be a board member too or serve on committees or other data that should be recorded on the individual's record.

    My 2 cents...

     

  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Jaclyn Cistaro:

    Hi, I don't know if anyone else has this issue, but at our school we get some new board members every year or so, and some of them end up being the spouses rather than the head of households. I know it's easy enough to switch the categories, but the problem is that we switched over to Raiser's Edge in 2011, so if the donors have a long history of giving, there's no way to easily soft-credit all of the older gifts.  I know that we have to change gift query options, etc in order to make sure the spouses get the credit, but if I've just given the spouse their own record (if they hadn't already had one), is my only option to manually soft-credit them each gift on the head of household's record? My supervisor suggested switching the head of household and spouse, but then there's always a chance that the new spouse could someday become a board member too....any suggestions would be appreciated!

     Thanks so much! 

     there is a little bit of labor involved.  But there is a drop down menu choice on constit records that lets you soft credit the spouse for all of the other spouse's gifts.

     The labor come in pulling up a query and opening each record individually to use the function because it is not a global function.

    Under Constituent Drop Down Menu there is a "Soft Credit for Spouse's Gifts" choice.  That will SC all gifts.  And if you are soft crediting spouses I would never pick and choose which gifts to soft credit, they should either all be SC or none.  Otherwise your reporting will get really really messy.

  • Jackie Cistaro
    Jackie Cistaro ✭
    Ancient Membership Facilitator 1 Photogenic
    JoAnn Strommen:

    Even though it's a bit labor intensive, we would manually soft-credit the spouse for each gift if we felt we had to see it on their record.  Using next gift record, paste function it's not a bad as it seems - just did it for one where spouse needed their own record.

    While switching the HOH /spouse may be easier, I'm not in favor of doing that with our records. We create a second constituent record and leave the original data/attributes with the original record.  Like you said, the other spouse could be a board member too or serve on committees or other data that should be recorded on the individual's record.

    My 2 cents...

     

    Thank you both so much!  Joanne--I don't know how I didn't know about that soft-crediting function, but that works great!  It's so funny because I didn't even see anything about that in the knowledgebases.  I agree--I don't want to switch head of household...now that I know about that soft-credit function I don't mine doing that for a few of our board member spouses... 

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