Contribution Report Shows Deceased Member
Posted: Mon Sep 13, 2010 11:58 am
Hello, I am hoping you can help me with something.
Our Financial Secretary recently printed contribution statements. As I put stamps on the statements, I saw the name of a member who had passed away on one of the statements. (He passed away last year - the statement should only have showed the surviving spouse.)
I had marked the individual as deceased but didn't realize I needed to do anything else. This member does not show up if I print a directory, but I do not have access to the contribution module, so I was not aware of any steps I missed.
I've since deleted the envelope number from the deceased member's profile. I trust that will keep his name from appearing on a contribution statement again. Is that correct? Is there anything else I need to do?
Thanks!
Our Financial Secretary recently printed contribution statements. As I put stamps on the statements, I saw the name of a member who had passed away on one of the statements. (He passed away last year - the statement should only have showed the surviving spouse.)
I had marked the individual as deceased but didn't realize I needed to do anything else. This member does not show up if I print a directory, but I do not have access to the contribution module, so I was not aware of any steps I missed.
I've since deleted the envelope number from the deceased member's profile. I trust that will keep his name from appearing on a contribution statement again. Is that correct? Is there anything else I need to do?
Thanks!