Two weeks ago I shared the story of how one of our long-time partners went home to be with the Lord. In this blog post, I want to share some of the practical steps you take in TntConnect to record the passing of a contact.
Over 90% of our financial partners are married couples, two of whom are widows. There are two scenarios for managing deceased contacts:
- When the whole contact dies, typically a single person, and very rarely (never for me), when both die together such as in an accident.
- When one person in a couple dies, leaving a surviving spouse. This is the more common scenario for me personally at this stage of my life.
When a whole contact is deceased
When a contact dies, the simple step is to check the Deceased checkbox on the TNT Tab. As you have probably discovered, TNT “saves as you go”, but on the TNT Tab (and other tabs where you enter data), it does not save instantly as you move from field to field but rather when you switch tabs or switch contacts. So pressing the Deceased check-box will not “instantly” cause these actions to occur. But you can force them (see them happen) by pressing the Save button at the top.
Here is Elmer Fudd through the Mark Deceased process:
1. Before he is marked deceased
2. When the checkbox is first clicked but not ‘saved’ or switched to another contact. Note that immediately (without the Save), the TNT Phase switches to “Never Ask” and the Send Newsletter box unchecks.
3. After the Save, the Name & Address Bar looks like this, and
4. The Address Tab changes to this:
When only one spouse dies
This is the more common scenario when the donor is a couple. One spouse will pass away first. And in my personal experience with the 7 couples where both have passed away, in 6 the husband died before the wife but only 1 where the wife died first.
TNT is not ideal in this sense, because it does not track this type of relationship nuance. But given the relative rarity of this, it does not make sense to program a lot of complex features for how little they will be used.
- Press the Edit Contact button. Manually remove the name of the spouse who has died.
- If it is the husband who has died, then move the wife’s name to the ‘primary’ side.
- On the phone and email boxes, delete the deceased spouse’s information and move the surviving spouse’s if necessary.
- On the Notes tab, type the name of the deceased spouse (to avoid a potentially embarrassing question in the future)