LII Contributions - EOY: Statements ~Why is a deceased member getting a statement?

Why is a deceased member getting a contribution statement?

There are several reasons a deceased member would get a statement. The following record attributes will affect this outcome: Joint Account, Member ID extension, Flagged, Giving dates, Family Salutation in the Family Tab of Manage People

If the member passed away during the current calendar year and have current year contributions assigned to their record, a statement will generate even if they are flagged. If they have a joint account, both spouses names will print on the statement. If they do not have a living spouse, getting a statement may be optimal as their estate would need the statement. In either case, see recommendations below.

If they passed away and have a joint giving account

First, check the Family Salutation in the Family Tab of the Manage People record to ensure it does not include both spouse's names.

If their ID extension of the deceased member is .02 (spouse)

  1. Change the Account Type to Single.
  2. Flag the .02 member record

 

If the ID extension of the deceased member is .01 (head of household)

  1. Change the Account Type to Single
  2. Transfer Giving History from the .01 to the .02
  3. Flag the .01 member record
  4. (Optional) Change the ID extension of the deceased member to .99, then reindex, then change the ID extension of the surviving spouse to .01 and reindex again.

If they passed away and have a single giving account

Note: this member's estate needs to receive a giving statement. Even though you flag the record, a statement for this past giving year will generate. It must be sent so the deceased person's estate may process the tax deduction.

  1. If they are married, Transfer Giving History to the Spouse
  2. Flag the member record
  3. If the surviving spouse is the .02, you may want to Change the ID extension of the deceased member to .99, then reindex, then change the ID extension of the surviving spouse to .01 and reindex again.

 

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