Best Practices for an Estate Gift

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Dodie Stogner
Dodie Stogner ✭
Ancient Membership Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

We have received and will be receiving gift(s) from an Estate.  We currently have a record in the database for this donor (it is marked as deceased).  Is it best practice to still add gifts to this record or set-up an organization for "The Estate of..." and link her record and soft-credit her record for these gifts.  My thought is to set-up a different account so that the executor still receives mailings/receipts/newsletters?  What are your thoughts on this????

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  • Nicole S
    Nicole S ✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Dodie Stogner:

    We have received and will be receiving gift(s) from an Estate.  We currently have a record in the database for this donor (it is marked as deceased).  Is it best practice to still add gifts to this record or set-up an organization for "The Estate of..." and link her record and soft-credit her record for these gifts.  My thought is to set-up a different account so that the executor still receives mailings/receipts/newsletters?  What are your thoughts on this????

     My org would create an estate of record and SC the deceased individual.

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