To mark a constituent deceased, open their record, click on the “profile” tab, click the “edit” button in the upper right, and use the pull-down arrow on the “Status” field to select Deceased, then click Save. Check on the Relationships section of the donor’s Summary page to see if he/she has a spouse and is in a household. If you want to maintain the household (in the case of children), make sure to change the Envelope Name and other salutations in the “Profile” section of the Household record. (And send a condolence card).
What should I do when I learn a constituent has passed away? - FAQ Print
Modified on: Thu, 22 Jun, 2017 at 8:38 AM
Did you find it helpful?Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.