Planned Giving / Legacy Society

Nancy Whitmore

I'd like ideas on how others track donors who provide documentation that they have left your organization in their wil.  We currently use constituent codes and then set up a new record of Estate of ........... when the gift is received.  I'm putting together a written process and wanted any ideas others might be using to have a good, usable process.

JoAnn Strommen

Just recently posted how we do it at this thread. You may find other posts if you search forum also.
https://community.blackbaud.com/forums/viewtopic/157/36393?post_id=137030#p137030