The system allows you to easily record and track bequests made by contacts. Bequests are often part of legacy giving programs, where individuals include charitable contributions in their wills or estate plans.
You can record a bequest against any contact within the system. This allows you to maintain a record of the planned gifts that are expected to be received as part of a contact's estate. The system will keep track of these bequests separately from regular donations, helping you to monitor long-term commitments.
Bequests can be linked to a specific contact and include important details such as the anticipated value, the terms of the gift, and any relevant documentation. This enables you to maintain a clear and organized record of all future bequests and ensure that the process is handled smoothly when the time comes.