Tracking Bequests and Beneficiaries

MaryEllenCenzalli
Posts: 26 ✭✭✭

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
1
