Tracking Constituents who have included your organization in their will or estate plans

Laura Chaney

We are creating a new legacy society to acknowledge folks who are including our organization in their estate planning.  How best to track folks who have let us know our org is in their legacy plans?  A constituency code, a group, other????  Thank you. 

 

Rosita Bradham

Sorry for the late reply, but I would suggest using constituency codes, and or relationship types.  If you have Prospect Management for Altru turned on, I'd also recommend using the "Major Giving Prospect" constituency code and designing a Prospect Plan to track donors who are interested in becoming planned gift donors.  

Laura Chaney

Thank you Rosita Bradham.  Could you give an example of tracking by a relationship type?  Much appreciated!  Laura

Cara Perez

We mark these constituents with a PG constituent code as well as an attribute that we created so we can track how they want to be recognized in our annual report. This way we have them in two places.