Deceased constituent - transfer donations as soft credits to a spouse

When a constituent passes away, it would be very helpful to have an option to make the spouse a constituent and soft credit all of the donations / gifts. Additionally, have the option to move the actions and notes to the spouse. Thanks for considering!

We had these options in database using business rules but it would be much better to have a drop down option to quickly check what to include in the process.

  • Shelly Sparks
  • Sep 30 2026
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