donation from a will

Sarah,

What we have done is changed the constituent type to “Estate” and then changed the name of the account to “Estate of Mr. and Mrs. Smith.” We put a note in the account referencing the edits to the record.

Hope this helps.

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

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Sarah,

What we have done is changed the constituent type to “Estate” and then changed the name of the account to “Estate of Mr. and Mrs. Smith.” We put a note in the account referencing the edits to the record.

Hope this helps.

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

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!