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,
I'm sure each organization would handle this in a slightly different manner. I can tell you we generally do.
When a constituent and his/her spouse are deceased and they have made a bequest, we generally process the bequest on their original account but change the constituent type from "Individual" to "Estate". We update the contact information from that of the individual to that of the lawyer and call the account "Estate of XX". We then create aliases for the constituents so you can search by their name(s).
If I was unsure of the amount that is yet to come, I would probably not pledge it. I would just enter the gift that has been received and wait for the second installment to come before I entered it.
Dale
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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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.
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 Sarah Recca Sent: Friday, July 22, 2011 9:12 AM To: Marie Kocher Subject: [Tessitura Development Forum] donation from a will
Any help would be greatly appreciated! Sarah
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
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
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
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,
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
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
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
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 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!
I think you should do what fits in best with your company's business practices. If you only have the two constituent types: Individual and Organization you could change the account to Organization but I would probably check to see what types of accounts in your database fall into that category first. If you do create a separate account for the attorney's office, I would be inclined to make that an Organziation account.
Also, you might want to check to see where your finance department wants the bequest to go. We have ours go to a specific GL which is different from our individual giving GL. For that reason we have all Planned Gifts like bequests go to their own fund and campaign.
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 HamreSent: Monday, July 25, 2011 5:37 PMTo: Recca, SarahSubject: RE: [Tessitura Development Forum] donation from a will
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah ReccaSent: Monday, July 25, 2011 4:17 PMTo: Julie HamreSubject: Re: [Tessitura Development Forum] donation from a will
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.LucieSent from my phoneThis 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!
Your system administrator should have access to that table and could either grant you access, or add the cust type there him/herself.
Amanda’s right – you may not have access to that table but your administrator will – or should!
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
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
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 HamreSent: Tuesday, July 26, 2011 8:36 AMTo: Recca, SarahSubject: RE: [Tessitura Development Forum] donation from a will
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah ReccaSent: Monday, July 25, 2011 5:57 PMTo: Julie HamreSubject: RE: [Tessitura Development Forum] donation from a will