I was curious what everyone's best practice was for inactivating a deceased donor that may have included us in planned giving?
So what we do is create an estate record for the deceased donor, link it to the individual record (so re-activate the record, add it, then re-inactivate it), and put the bequest in the estate record. You may want to also post in the Fundraising & Development forum as some folks there may have other thoughts.
That seems straightforward. Thanks for the tip! I have copied in Fundraising & Development, too.
We change the individual's name status to deceased, and then inactivate the record once the final bequest payments have come through. We don't typically create estate records, but I like that idea!