Note: We do not recommend swapping the constituent name and the spouse name because this makes your data inaccurate. For example, Jack is the constituent and has a constituency code of board member. He dies, so you swap his name with his wife's, Jill. (Jill's name is now on the Bio 1 tab, and Jack is on the Spouse button.) Jill is now in the database as a board member, which she is not.


To give the living spouse credit for the deceased spouse's gifts, do one of the following: 

  1. In Business Rules (Configuration), mark the deceased options:
    • Make the spouse a constituent
    • Soft credit the spouse for all gifts given
    • When a constituent dies, mark the Deceased? checkbox on the constituent's Bio 1 tab.
    • When the record is saved, the program creates a constituent record for the spouse and soft credits all the gifts


    OR


    If you want the hard credits to show on the living spouse's record:

      Note: Before doing this, check with your accounting department to ensure that you follow your organization's and the IRS's accounting rules.

       

      • In Business Rules (Configuration), mark the deceased option, Make the spouse a constituent.
      • When a constituent dies, mark the Deceased? checkbox on the constituent's Bio 1 tab.
      • When the record is saved, the program creates a constituent record for the spouse.
      • Merge the constituents with the deceased spouse as the Merge From record and the living spouse as the Merge To. Select to merge only the gift information.


        Note: You can also manually add the spouse as a constituent.