I was curious what everyone's best practice was for inactivating a deceased donor that may have included us in planned giving?
Hi Kelly,We create a new constituent record called "The Estate of Insert Name" and add it as a relationship to the deceased constituent record before that record is inactivated. We use Plans to manage bequests and have a prospect campaign called "Bequest Plans" for managing any conversations/interactions during the constituent's lifetime regarding leaving a gift in their will. Therefore, another step we do before inactivating the constituent's record is to link the new "The Estate of" record to the plan by making them an Associate within it. That way we can still easily see the history/valuable information in this plan from the new constituent record.We have another live campaign for received bequests and we create a plan on "The Estate of" record using this campaign type. All information relating to interactions with administration of the estate lives here and the gift itself when it is received is processed on this record. If we thought we may have been in the will but it wasn't confirmed and turned out that we were not, we would still follow this process and just move the plan to a status that reflected no gift being received with any relevant notes/correspondence.
I like the detail. Thanks for the suggestion!