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, you can create new constituent types in the TR_CUST_TYPE table. That would solve your problem.
_______________
Julie P. Hamre
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca Sent: Monday, July 25, 2011 4:17 PM To: Julie Hamre Subject: Re: [Tessitura Development Forum] donation from a will
Thanks everyone for the insight. I can't seem to change the constituent type (and neither can our system administrator) to estate of so I'm thinking of creating a separate record of the attorneys office, coding the gift to them, setting up the association between the two and then soft crediting it as a bequest to the deceased individual's inactive record. This way it will still appear on individual giving reports as we don't have a planned giving program set up in Tessitura. Any thoughts?
Thanks again, Sarah
From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com> Sent: 7/22/2011 12:07:48 PM
This is exactly what we do at Florida Grand Opera, too. Lucie Sent from my phone 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!