- In Configuration, click Business Rules.
- In the left frame, select Constituent Options, Deceased Options.
- In the right frame, mark the following checkboxes:
- Soft credit the spouse for all past gifts given by the spouse
- No longer soft credit the deceased for gifts given by the spouse
When you mark a constituent as deceased, the living spouse will be soft credited for the deceased's past gifts and the deceased will no longer be soft credited for the living spouse's gifts.