Marking a Constituent as Deceased in Altru

VIP sends email notifications when a constituent is marked deceased in VIP. If you are not already on this notification list, contact viphelp@austin.utexas.edu. Occasionally, you may also receive contact from a Blanton donor or family member to inform you that a member or donor has passed away. When you receive a deceased notification from any of these sources, mark the donor deceased in Altru to ensure that the Blanton never contacts people who have passed.

1. In Altru, search for the deceased constituent (check VIP ID, contact information, etc. to confirm you have the right constituent)
2. Under Personal Info, click Mark Deceased
   1. Enter the date of death, if known – if unknown, use today’s date
   2. Select the appropriate information source
   3. Click Save
3. Altru will now direct you to the Deceasing Options page, where you can see relationships between the deceased and other individuals or organizations
   1. If a spouse is listed, go to their constituent record (if no spouse, jump to step 4)
      1. On the spouse record, update all name formats to remove the deceased
      2. Go to the Contact tab
         1. Many spouses use a shared email, but if an email address on file clearly belongs only to the deceased, mark it Do Not Contact
         2. Check any notes on phone numbers: If the deceased’s cell or work number is listed, mark it Do Not Contact
      3. Now, dissolve the household
         1. Under Primary Relationships, click on the household name
         2. Under the Tasks bar on the left side, click Dissolve Household and select Deceased Spouse as the reason for dissolution
      4. Return to the deceased constituent’s record
         1. Mark all contact information Do Not Contact, with the reason Deceased
         2. Under Personal Info, delete all name formats
      5. Navigate to the constituent’s Blanton Membership page
         1. If there is a second member listed (who is still living), click Edit Members
            1. If the deceased was the primary member, mark the secondary member as the primary member, remove the deceased, and click Save
            2. If the deceased was not the primary member, simply remove and click Save
         2. If there is no second member, click Other Tasks
            1. Click Cancel Memberships
            2. Select “Passed - Passed Away” as the cancellation reason
         3. Review the deceased constituent’s profile to confirm that all contact information is marked Do Not Contact, that all name formats have been deleted, and that the deceased member’s membership has either been cancelled or transferred to the second member
            1. If there is a spouse, confirm that contact information has been marked Do Not Contact, if appropriate, and that no name formats include the deceased’s name
         4. Once you’re sure everything is in order and the deceased won’t accidentally be contacted or have their name printed on a mailing, you’re done

Note: If you search for a deceased constituent in the search bar, they may not come up in the results. Use the advanced search options and select Include Deceased to find deceased constituents.