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Bequest Manager
Intelligence, stewardship, probate management

Successful bequest programs are becoming ever more crucial to the overall success of charitable organizations. Having the right combination of technology and processes in place will ensure you are maximizing your organization’s ability to steward donors, manage gifts in different stages (from intention to realization), and even handle a complex probate process if necessary. Even better, the right technology can do all of that and enable sophisticated reporting and in-depth analysis of your program, including present value calculations and cash flow projections.

Enter Bequest Manager. Bequest Manager allows organizations to track all bequests throughout their entire lifecycle, from expectancy to realized gift. The software will enable your organization to model projected expectancy values and cash flows for your program, as well as to manage gifts through the probate process.


Bequest Manager includes:

  • Tools for tracking all of your bequest gifts, as well as calculation tools that will give you extensive insight into the health of your bequest program, including present value, projected cash flows, and average gift amounts based on program statistics.
  • Mail merge capability that allows you to use pre-formatted, customized letters so you can stay in touch with donors, family members, advisors, and executors as your bequest expectancies become realized gifts. 
  • Notification and reminder capability, helping you stay on track as your bequest gifts go through probate.

Bequest Manager contains a comprehensive set of features that allow you to record, track, and value bequest gifts; steward bequest donors, family members, and advisors; and manage bequest gifts through probate. 

Update: Bequest Manager now features ability to exchange constituent data with Blackbaud CRM donor database and The Raisers Edge 7.


 

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