Tracking Bequest types in CS
Hello all,
We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts.
Thanks for any ideas or input.
Mary Ellen
Answers
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I like the way you’re thinking about this! Opportunities are flexible, so you’ve got a couple of options here.
You could definitely add more stages to your existing opportunity type to capture the different types of bequests, or, if you want more separation, you might even set up multiple opportunity types (one for real estate, one for insurance policies, etc.) and then build out the stages that make sense for each.
Both approaches work. It just depends on whether you’d like everything in one workflow or broken out into different paths.
That’s how we tend to think about it from the Foundant side, but I’m curious — is anyone else tracking bequest types in Opportunities, and if so, how have you set yours up?
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