Easily manage every aspect of your bequest program with Bequest Manager
Learn more about Bequest Manager’s features in the following categories:
Available Bequest Gift Data Fields
Stewardship and Legacy Society Support
Reporting
Realized Bequests/Probate Management
Utilities
Available Bequest Gift Data Fields
Bequest Manager accommodates the population of all of the following fields, enabling simple yet powerful reports.
- Transfer type – will, revocable living trust, beneficiary designation
- Asset type – cash, securities, real estate, personal property, trust, retirement asset, investment account, insurance policy, other
- Gift status – intention, notification, in process, in probate, in litigation, partial distribution, full distribution
- Asset description
- Dates – gift date, notification date, date notified of estate filing, estimated close date
- Additional fields - % estate bequeathed, gift known in advance, bequest rejected, confidence level
Stewardship and Legacy Society Support
Bequest Manager includes pre-formatted and customizable sympathy and thank you letters to enable world-class stewardship, the ability to accommodate donors that wish to remain anonymous, and contains a built-in content management for letter creation, editing, template creation, preview, and printing. Additionally, organizations will be able to create and assign donors to one or more legacy societies, and to generate mail merge communications with those legacy society members.
Other abilities that will support your stewardship efforts include:
- Standard letter templates that can be added to or edited
- Partial distribution capture and reporting
- Predefined probate and collections tasks
- Task dashboard with automated task generation
- Notification system (via email or notification icons) for expectancies and bequests in probate
- Document storage for intention forms, wills, letters, appraisals (i.e. for real estate or collections), and other documentation
There’s almost no limit to the reporting capabilities of Bequest Manager. Track bequest gift value over time, calculate present value for individual gifts, and determine average gift amounts based on program statistics. Enjoy comprehensive and historical reporting with Bequest Manager, including:
- Profile for each gift
- Profile of all bequests for each donor
- Summary of all bequests for your organization
- Statistics and overview about your bequest program
- Cash flow report and graph showing likely funding into the future (expressed as present value or future values)
- Pipeline report showing anticipated income from closed bequests
Realized Bequests/Probate Management
The probate process will be simplified with the workflow features of Bequest Manager. Stay on top of timely communications and follow up-tasks that are part of a successful collection effort to streamline even the most complicated aspects of probate management.
- Person record maintenance
- Address review
- Duplicate validation report
- Data import and export
- Roles-based access
- Audit trail
