Bequests



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.

Recording Bequests for Contacts

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.

Tracking Bequests

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.

Key Features

  • Record bequests for individual contacts within the system.
  • Track the anticipated value and details of each bequest.
  • Organize relevant documentation and terms associated with the bequest.
  • Monitor long-term commitments alongside regular donations.

More on future giving:
Debit Orders Pledges

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