Deceased Individuals Settings

To ensure consistency throughout your database, admins can now set rules for how Raiser's Edge NXT should handle constituent records when you mark a person as deceased and when the constituent has a spouse.

Note: In database view, admins can still define rules for marking a person deceased. It’s important to note that deceased constituent rules you set in the web view work independently to deceased constituent rules in the database view. Ensure your deceased constituent rules match between the two views to prevent confusion.

Tip: In Control panel, Security, admins create settings roles to assign permissions to settings for deceased constituents records. For more information, see Roles.

  1. From Control panel, Settings, select Constituent records.

  2. From Settings, Control panel, select Constituent records.

  3. Under Deceased constituent records, select Edit.

  4. Choose which settings to update:

    • To stop future mail from being sent to the deceased's mailing addresses, select Do not mail.

    • To end active constituent codes assigned to the constituent on the day you mark them deceased, select Set end date for active constituent codes.

    • To change the widowed spouse to a constituent by default, select Mark change spouse to constituent by default.

    • To update the marital status of the spouse, mark Update marital status and select the new status, such as "Widowed".

  5. Select Save.