One of our donors passed away and left some money for us in his will. I received half of the payment - should I attach it to his record even though he and his wife are dead and technically inactive? Or should I create a new constituent record associated with the lawyer's office? I'm also not sure if I should create a pledge or just wait for the 2nd payment since we're unsure of the total amount.
Any help would be greatly appreciated!Sarah
Sarah,
We inactive the constituent record of the deceased, noting that they are deceased within the record.
We create an “estate of” record with the address/contact from whatever legal document is received and record whatever payments as they come in and not before. The only time we book a pledge for an estate is when we have an estate paying fixed multi-year payments as terms of the will.
Hope this helps,
Cheryl
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah ReccaSent: Friday, July 22, 2011 9:12 AMTo: Zane, CherylSubject: [Tessitura Development Forum] donation from a will
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Both of these options are helpful. I guess I'm stumped because our constituent types only offer individual or organization and estate is not one of those. If I inactivated the record and created an "estate of" record, how would I go about doing that? I still only see individual and organization as my only options when setting up a new record.Thanks!Sarah