Newly Deceased Trusts

We convert the individual record to an estate record and then a gift officer or org contact coordinates with the estate as to whether a pledge or ticket purchase will be fulfilled. We are also in a consortium environment, so depending on the individuals relationship with our other organizations, we have a set of procedures we follow to notify all within the consortium.

Just thinking out loud here….but if there are no outstanding pledges or ticket purchases on the record, another option could be to create an estate record for them, affiliate the individual record to it, and then inactivate/mark deceased the original individual record. Then there would be a clear distinction between the transactions before the donors passing and then any contributions received after.

Not sure what you will want to be your best practice, but I hope this gets you started.

What are best practices when you have a donor pass and then you continue receiving money from a trust that they created? Do you continue using the same account and address it to the trust, or create a new account specifically for the trust?

Open to any suggestions, 

Thank You!

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I am curious how you handle the issue of an open pledge or order on the record. We have this happen from time to time and we are looking for best practices to adopt for this. Has anyone come across that?

Thanks,

Hi Patrick!

We're on v11 here at UMS, and we also put the money in a new trust/estate account, with the deceased donor as an affiliate. (Only caveat would be a trust account that existed on its own when we converted to Tesstura.) It mimics all of our other affiliations for funds and foundations and the like.

Our general policy is one record per "entity", and the estate is technically a different entity than the human that preceded it. :)

Beth

What are best practices when you have a donor pass and then you continue receiving money from a trust that they created? Do you continue using the same account and address it to the trust, or create a new account specifically for the trust?

Open to any suggestions, 

Thank You!

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But as far as converting the deceased record to an estate or creating an estate and affiliating the deceased record to the estate. Which would you do for an open pledge or ticket order on a deceased person’s record?

If you mean if the deceased has an open pledge – if the amount is considered significant and no development person as a relationship will often send a pledge reminder bill.  This lets the estate determine if they will pay it. If small we cancel or write off.   If there is a relationship the Dev staff sends pledge reminder at a respectable interval after death.

I am curious how you handle the issue of an open pledge or order on the record. We have this happen from time to time and we are looking for best practices to adopt for this. Has anyone come across that?

Thanks,

Hi Patrick!

We're on v11 here at UMS, and we also put the money in a new trust/estate account, with the deceased donor as an affiliate. (Only caveat would be a trust account that existed on its own when we converted to Tesstura.) It mimics all of our other affiliations for funds and foundations and the like.

Our general policy is one record per "entity", and the estate is technically a different entity than the human that preceded it. :)

Beth

What are best practices when you have a donor pass and then you continue receiving money from a trust that they created? Do you continue using the same account and address it to the trust, or create a new account specifically for the trust?

Open to any suggestions, 

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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