Preparing for Statements - Review Deceased | Scribe

    Preparing for Statements - Review Deceased

    • Chuck Robinson |
    • 14 steps |
    • 2 minutes
    • PtdiocesePtdiocese
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    **Stmt: Review Deceased** – These donors are marked Deceased on their Contact record, but they have donations. You will need to review their Contact and Member records, look to see if there's a surviving spouse and use the Deceased Person's Tool, or other means of rectifying the issue before a valid statement is generated.
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    Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
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    Click "Contributions"
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    Click Donors
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    Change view in the Views dropdown
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    Click "Stmt: Review Deceased"
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    Click a record to review
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    Notice that their Participant (Members) Type say "Deceased". Click "Dontations" tab.
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    Notice that under "Donations" the "deceased" person shows active giving.
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    Click the "General" tab to return.
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    Click this link to go to the Donor's Contact record
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    Click "Primary Family" tab to find a surviving spouse, if one exists
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    Notice that there is someone else in this household. In this case we do not see a spouse but an Other Adult. Investigate. If it was a Spouse you will want to used the Deceased Person Tool to transfer this year's donations to the surviving spouse. You can see other Family Member's Participant Types by using the scroll bar (click & drag) to scroll to the right.
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    We already know that the donor is deceased but the other adult is also marked as deceased. Further investigation will be needed to determine if this year's donations were correctly handled for a deceased person just to verify.