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.

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.