Ability to pull a list of constituents recently marked deceased.

We send out condolences to spouses/family members of alumni who are recently deceased. It would be extremely helpful if there was a way to pull a list in Raiser's Edge NXT by the date a constituent is marked as deceased. For example, I would love to have a list set up that pulls everyone who was marked as "deceased" the week prior.

  • Denton Davidson
  • Jul 29 2020
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  • Keleigh Allen commented
    October 26, 2021 16:37

    This is also very helpful for planned giving staff to look into possible deferred giving they may need to follow up on, for prospect assignment managers to know they may need to adjust portfolio assignments, etc.

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