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  • 1.  Parent coding - death of student

    Posted 11-20-2023 02:57 PM

    Hello,

     

    I am curious if there is a best practice on how to code the parent records of a deceased student. We have always coded them as 'do not contact' as long as they have no other connection to us other than being a parent. Of course, this is never looked at again so they are permanently coded this way. Maybe that's fine, but I am wondering how other institutions handle these situations.

     

    Thank you!

    Amanda

     

     

    Amanda L. Haney

    Director of Gift & Data Management

    Gift & Data Management

     

     

    University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

    Office: 603-862-2041 I amanda.haney@unh.edu

     

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  • 2.  RE: Parent coding - death of student

    Posted 11-20-2023 04:34 PM
    Hi Amanda,
    Depending on the circumstance (do they have other children that may attend our university in the future, one or more parents is an alum, etc), we will mark the record as "no contact" and give them a review date (attribute). This allows us to reevaluate records on a monthly basis and add further review dates or remove solicit codes all together, as appropriate.
    Debra Garcia  |  Director of Advancement Operations
    Division of University Advancement
    Azusa Pacific University
    901 E. Alosta Ave., Azusa, CA 91702
    (626) 815-5338  | apu.edu/give

    "Do not conform to the pattern of this world, but be transformed by the renewing of your mind. Then you will be able to test and approve what God's will is-his good, pleasing, and perfect will." Romans 12:2



     






  • 3.  RE: Parent coding - death of student

    Posted 12-04-2023 02:23 PM

    Amanda,

    We code parents as Do Not Contact or Do Not Solicit/Invite depending on the individual circumstances. We then add a review date (generally six months-one year) and will reevaluate in light of current circumstances. 

    We also add Do Not Solicit/Invite codes to surviving spouses. These code assignments are also evaluated on a schedule.

    Maureen



    ------------------------------
    Maureen Aylward
    University of Mary Washington
    maylward@umw.edu
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