Best Practices for an Estate Gift

Options
Dodie Stogner
Dodie Stogner
Ancient Membership Photogenic First Comment Facilitator Level 1
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????

Tagged:

Comments

  • Nicole S
    Nicole S
    Ancient Membership 500 Comments 100 Likes 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.

Categories