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donation from a will

Sarah Recca
$organization

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

Parents
  • $organization

    Success! Thank you for your continued feedback – my system admin was able to change it but in regards to setting it up, she was given many options for N1 & N2.  We chose N1 as organization and N2 as individual – is that how you have your estate constituent type set up?  I typed in N1 “Estate of xx, c/o xx (attorney name)” and in N2 I added the attorney’s name and updated the address to their office.  Would the N1 & N2 names still be considered deceased or since I changed the deceased’s record to the estate, I can keep it active and un-mark the deceased status?  Is there anything else I should know in regards to set-up for an estate type?

     

    Thanks so much!

    Sarah

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Julie Hamre
    Sent: Tuesday, July 26, 2011 8:36 AM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    Amanda’s right – you may not have access to that table but your administrator will – or should! 

     

    _______________

     

    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

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Monday, July 25, 2011 5:57 PM
    To: Julie Hamre
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    Hi Julie,

    I am not seeing TR_CUST_TYPE under the systems tables section.  I can only see TR_CUST_NOTES_TYPE.  Perhaps my credentials are not allowing me to view that particular one? So that’s why I’m stumped as to what to do. Do you have any other suggestions?

     

    Thanks!

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Julie Hamre
    Sent: Monday, July 25, 2011 5:37 PM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    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

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

     

     

    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!




    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!




    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!




    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!

Reply
  • $organization

    Success! Thank you for your continued feedback – my system admin was able to change it but in regards to setting it up, she was given many options for N1 & N2.  We chose N1 as organization and N2 as individual – is that how you have your estate constituent type set up?  I typed in N1 “Estate of xx, c/o xx (attorney name)” and in N2 I added the attorney’s name and updated the address to their office.  Would the N1 & N2 names still be considered deceased or since I changed the deceased’s record to the estate, I can keep it active and un-mark the deceased status?  Is there anything else I should know in regards to set-up for an estate type?

     

    Thanks so much!

    Sarah

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Julie Hamre
    Sent: Tuesday, July 26, 2011 8:36 AM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    Amanda’s right – you may not have access to that table but your administrator will – or should! 

     

    _______________

     

    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

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Recca
    Sent: Monday, July 25, 2011 5:57 PM
    To: Julie Hamre
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    Hi Julie,

    I am not seeing TR_CUST_TYPE under the systems tables section.  I can only see TR_CUST_NOTES_TYPE.  Perhaps my credentials are not allowing me to view that particular one? So that’s why I’m stumped as to what to do. Do you have any other suggestions?

     

    Thanks!

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Julie Hamre
    Sent: Monday, July 25, 2011 5:37 PM
    To: Recca, Sarah
    Subject: RE: [Tessitura Development Forum] donation from a will

     

    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

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

     

     

    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!




    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!




    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!




    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!

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