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!
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