DeceasedRecordFinder

Use DeceasedRecordFinder to help identify and track deceased constituents in your database. This may help you identify individuals who should be removed from mailing lists. You could also contact their relatives, if known, to send condolences or to honor their lifetime giving history.

For this process, you'll create a file of constituents and submit it for analysis. Next, you'll later check whether the results are available. Later, you'll retrieve the analysis results and review them. Then import the information to update your data in bulk. Finally, resolve any exceptions or take follow-up actions as recommended by your organization's policies and procedures.

Note: Before you can use DeceasedRecordFinder, first activate your subscription for Data Tune-Up.

1. From Administration, select Data tune-up. The Data Tune-Up page appears.

2. Select the DeceasedRecordFinder tab. A list of existing processes appears.

   You can then:

   • create a new one.

     See add an DeceaseRecordFinder process.

   • or manage an existing one.

     Select the name of a process. See DeceasedRecordFinder Process Page.

   Note: Your organization can only have one process per site.