Deceased Donor Records

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Greghc48
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Joined: Wed Aug 12, 2015 10:23 am

Deceased Donor Records

Post by Greghc48 »

Anyone have any suggestions on how to remove deceased donors from a combined husband and wife donor record? In other words, if a husband died in 2019 but he and his spouse donated funds during 2019, we normally include both names on the annual donor report for that year. Even though he would be shown as "deceased" in the family or personal profile for 2019, the donor report is issued in both names for 2019.

Then... in 2020, would you then remove the envelope number against his name to avoid having him listed on donor reports for future years, or are there other ways to handle that?

Thanks- Greg

Zorak
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Re: Deceased Donor Records

Post by Zorak »

Remove the envelope number from the deceased person and they won't be included in statements.

Below is an article that explains the most thorough way to handle this situation:

https://www.powerchurch.com/support/422 ... hurch-plus

Greghc48
Posts: 75
Joined: Wed Aug 12, 2015 10:23 am

Re: Deceased Donor Records

Post by Greghc48 »

Thanks again, Neil. Will do...!

Greg

NeilZ
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Re: Deceased Donor Records

Post by NeilZ »

Greghc48 wrote:Thanks again, Neil. Will do...!

Greg
It wasn't me this time .. :)
Neil Zampella

Using PC+ since 1999.

Zorak
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Re: Deceased Donor Records

Post by Zorak »

I took it as a compliment!

Greghc48
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Re: Deceased Donor Records

Post by Greghc48 »

OOOpppps -- Sorry ! Thanks Zorak!
Zorak wrote:I took it as a compliment!

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