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
So that didn’t end up working as I thought. : )
Here is a list of the Constituent Types we have:
Auxiliary
Church
Corporation
Estate
Foundation
Government Agency
Individual
Organization
School
Thanks,
Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway Street
Kansas City, MO 64108
P (816) 931-2232
F (816) 931-1172
www.kcballet.org
"Making Kansas City a Destination for Dance."
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Friday, July 22, 2011 10:27 AM To: Marie Kocher Subject: RE: [Tessitura Development Forum] donation from a will
These are the Constituent Types I have (the one you cannot see is “School”.
Adding new Constituent Types may need to be done by your System Administrator.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca Sent: Friday, July 22, 2011 9:47 AM To: Marie Kocher Subject: RE: [Tessitura Development Forum] donation from a will
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
From: Cheryl Zane <bounce-cherylzane4240@tessituranetwork.com> Sent: 7/22/2011 9:32:41 AM
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 Recca Sent: Friday, July 22, 2011 9:12 AM To: Zane, Cheryl Subject: [Tessitura Development Forum] donation from a will
Any help would be greatly appreciated! Sarah
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