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

Laura Chaney
Laura Chaney
Sixth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Altru® General Discussions
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. 

 
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Comments

  • Rosita Bradham
    Rosita Bradham Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant
    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
    Laura Chaney
    Sixth Anniversary Kudos 1 Name Dropper Participant
    Thank you Rosita Bradham.  Could you give an example of tracking by a relationship type?  Much appreciated!  Laura
  • Cara Perez
    Cara Perez
    Ninth Anniversary Kudos 1 Name Dropper Participant
    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.

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