Bequest Wording

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Carley Haynes
Carley Haynes ✭
Ninth Anniversary Facilitator 2 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi All,



Does anyone have an example of preferred wording in a will for general residuary bequests they would be willing to share? We've been asked to provide this to a Barrister and don't have anything at the moment! 



Also how do you track your bequests in RE7 if you don't have prospect? 



Thank you in advance,

Carley. 
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    I'm guessing your wording needs may be specific in regards to Canadian law. 



    We don't have the extra modules. We have a constituent attribute that documents fact that donor has a bequest.  Details/amounts are recorded/tracked outside of RE by CDO..
  • Carley Haynes
    Carley Haynes ✭
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic

    JoAnn Strommen:

    I'm guessing your wording needs may be specific in regards to Canadian law. 

    We don't have the extra modules. We have a constituent attribute that documents fact that donor has a bequest.  Details/amounts are recorded/tracked outside of RE by CDO..

    Thanks JoAnn, I'm guessing it is Canadian Law too.. being an Australian and fairly new here I'm not sure though! Thanks for your information about the attributes too. - Carley. 

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