How would I modify Profiles when a Spouse dies or Couple divorces

If you have a joint Profile and one of them dies, or if the couple divorces, if they are a donor, it is best to "retire" that Profile by marking it Inactive.
  • In the case of a death, set up a new Profile for the surviving spouse only if they will be continuing a relationship with your organization.
  • In the case of a divorce, set up a new Profile for each person (if you anticipate they both may stay active with your organization, otherwise, just add a Profile for the one who will stay active). 

The reason to create new profiles is that most Gift History reports will show the current name on the Profile. If you change it to just one party, the gift history is not accurately reflected. You might consider  grouping these Profiles together in order to run the Group Gift Report to see all gifts they gave when married or together.

Be sure to remove Affiliation codes for mailing lists from the inactive Profiles and copy them to the new Profiles. If you are in a version that has Soft Credits, this gives even more flexibility and you can modify the historic gifts to give soft credit to the surviving donor or to each of the new profiles in a divorce.  If individuals remarry, the soft credit feature will allow you to "drag" along the gift activity of their prior relationships.

Environment

 GIFTS

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.