Technology Decision Makers

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A group for those in nonprofit IT decision-making roles to connect with peers and share best practices. This Technology Decision Makers group is for nonprofit IT or MIS Directors/Managers as well as CIOs and CTOs to connect with their peers and share best practices. Topics for discussion include, but are not limited to: hardware and software management, product reviews, emerging technology, best practices, collaborating effectively with other departments, and management conundrums. Membership is restricted to IT staff at nonprofit organizations.

Deceased process for RE7

  • 1.  Deceased process for RE7

    Posted Jun 11, 2018 15:11
    ​Hello all!  Long time no post.
    I've been implementing a data governance program and SO MUCH has come to light.  One item in particular is a consistent way to decease constituent in RE7.

    We have multiple sources where people are notifying us of deceased folks.  We use a few sources to verify (open to learning what's the best out there!!) then we put the information in notes.

    We need consistency, clearly.  Can anyone advise?  I'd love to chat!

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    Melissa Berrett
    Director of IT
    Oregon Health and Science University Foundation
    Portland, OR
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  • 2.  RE: Deceased process for RE7

    Posted Jun 12, 2018 08:37
    When we looked into this issue in greater depth we realized that deceased records are not super timely. We were exploring the feasibility of creating a product that would provide timely notification of the passing of constituents, but we found that we couldn't really make it more timely than within about 3-4 months of passing, based on records published by the Social Security administration.

    Given that time lag, a governance process to deal with deceasing records is something that you might do in a batched fashion quarterly, or semi-annually. You might tag records about which you receive notification, and then confirm deceased status a few months later. If what you're mainly trying to achieve is accurate suppression lists to save money on direct mail, you'll want to set the timing of these reviews prior to your largest DM efforts. A separate approach may be needed if you're trying to solve for stewardship and outreach to the bereaved.

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    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
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