Tracking Bequests and Beneficiaries

MaryEllenCenzalli
MaryEllenCenzalli Posts: 27 ✭✭✭
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

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  • JesikaEllis
    JesikaEllis Posts: 175 ✭✭✭
    Foundant Fan Third Compass Anniversary 100 Likes 100 Comments
    edited September 4

    @MaryEllenCenzalli We've settled on creating an Org Role of Legacy Donor + add beneficiary notes or fund creation directives as notes on an Opportunity created for that person/household, in addition to attaching Letters of Instruction as files to the Opportunity (Opportunity is the primary method of corralling all the pertinent pieces, as these are also visible/find-able directly from the profile). Not perfect, but not awful.

    What reporting issues are you finding?

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