Deceased Individuals

To help prioritize fundraising efforts and avoid awkward interactions, you can mark a constituent or related contact as deceased when they pass away. When you mark an individual as deceased, Deceased appears:

  • With their name on their record and their spouse's record

  • Next to their name in search results

  • With their name under Relationships on a related constituent's record

  • In the Constituent summary column in a list of constituents, actions, and opportunities

Under Constituent summary or Summary on the record of a constituent or contact, you can also view the date saved when they were marked as deceased.

Tip: Admins! To ensure consistency throughout your database, admins can set rules for how Raiser's Edge NXT should handle constituent records, and the records of their spouses, when you mark a person as deceased. For more information, see Deceased Individuals Settings.

  1. On the record of the constituent or contact, select Mark as, Deceased.

  2. If necessary, enter a date your organization saves for deceased individuals, such as when they passed away or were marked as deceased.

  3. Under Obituary, select to attach a file, such as a PDF of the constituent's obituary.

  4. Under Spouse, if this spouse is not a constituent, select if you want to change the spouse to a constituent and choose their affiliation with your organization, such as Volunteer, as well as any start and end dates.

  5. Select Mark deceased.

To remove the deceased status from a constituent or related contact, such as if you marked them as such in error, select Mark as, Not deceased on their record.

Note: In the database view, deceased constituents still appear in the results of your static queries and query lists. If a dynamic query's set to exclude deceased or inactive constituents, they're automatically removed from the results the next time the query's run.