It is important to take appropriate steps in The Raiser’s Edge to suppress the intentionally created duplicate record(s) from mailings and to manage the household’s giving history.
  • The records should be linked on the Relationship tab. This will help manage address updates and Head of Household processing will provide protection (for spouses) when producing mailings. 
  • For spouses, be sure to evaluate the “Automatically soft credit this individual for gifts” checkbox on the General2 tab of the relationship and decide if the spouses should be soft-credited back and forth for future gifts.
If a duplicate household member makes a donation but your organization wants to treat the household’s giving as “household” giving, you may want to use The Raiser’s Edge merge feature to merge only the gifts onto the record that contains the household’s previous giving.