Tracking Bequests and Beneficiaries

MaryEllenCenzalli
MaryEllenCenzalli Posts: 26 ✭✭✭
Conversation Starter Third Compass Anniversary 25 Likes 10 Comments
edited August 21 in Fund Development

Hello,

I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this.

Thanks for any ideas you may have.

Mary Ellen