• 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.