Bequests

Sharon Rein

Where have you added bequests on a person's record in actions or attributes? We want to be able to create a list of people with bequest s and add coments. We use RE NXT.

Mayada Wadsworth

We have actually used two methods.

The first system we used was a user-defined constituency which everyone will see when they call up a constituent record. Some constituents may want more privacy, so we made a constituent group. It is easy for hesitant-Altru-users to see who is in the group without running a query, and I haven't found any downside. The group is still visible to anyone who wants to call it up, but they have to be seeking that information- it's not just "in their face". The details reside in either interactions or documentation, depending on their nature.

Victoria Walther

We create Opportunities for the Bequests (and for other Planned Gift Vehicles). We put the expectancy date (if we have it) as the date when the gift is expected. Similarly we include the amount if we have it. The opportunity status is Planned Gift Stewardship and then we can link the realized planned gift to the opportunity when it comes in. This also enables us to specify the fund for the planned gift if the donor has designated where their gift is to go. We add actions to these opportunities as they relate to the planned gift stewardship and can add attachments to the opportunity, such as a copy of a portion of their will, or a copy of their letter of intent documenting their bequest intentions. The opportunity can be assigned to a solicitor who is responsible for stewarding that planned gift donor and these opportunities can be queried on.