Bequest Manager was built specifically to help you improve and enhance your legacy giving program. Unlike spreadsheets and general purpose donor databases, Bequest Manager has the features you need to maintain a successful legacy giving program.
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 and realize distributions. With Bequest Manager, you can manage legacy gifts from intention to realization, successfully manage the probate process, and receive sophisticated reporting and in-depth analysis of your program.
When a donor puts your organization in his or her will, there is an opportunity for a lifetime relationship. Missing that opportunity can be costly. Studies have demonstrated that legacy donors are more likely to contribute to other fundraising initiatives of the organization. Bequest Manager provides the tools necessary to capitalize on that opportunity. Features such as letter creation and editing, workflow management, and contact management ensure communications with your donors will happen reliably and predictably.
There are a myriad of potential roadblocks during the probate process that could reduce or even eliminate receipt of distributions. Assets may be hard to track down, difficult to value, or hard to sell, and often there are unforeseen creditor issues and family disagreements. Your objective is to insure your organization receives all that it is entitled to, as quickly as possible. You can do this by putting in place a system that lets you file and store important documents, maintain checklists and workflows to organize important tasks, and receive notification of important deadlines and events. Bequest Manager is that system!
With Bequest Manager, you can record the most extensive and detailed data possible, to ensure you can account for virtually any type of legacy gift or asset, and to enable the most effective reporting. Data elements stored by Bequest Manager include the following:
Bequest Manager supports letter creation and editing, template creation, and letter preview and printing. Assign donors to one or more legacy societies, and generate mail merge communications with those legacy society members. Bequest Manager stewardship features include:
There’s almost no limit to the reporting capabilities of Bequest Manager. Track bequest gift values over time, calculate present value for individual gifts, and determine average gift amounts based on program statistics. Bequest Manager provides comprehensive reporting:
Maximize your bequest gifts and distributions with Bequest Manager, a database purpose-built for bequest programs.
Successful stewardship over the long term necessitates the right combination of process and technology. With Bequest Manager, you get a robust, easy to use database system that keeps you up-to-date on all your bequests
Complete and submit the trial request form, and begin your evaluation of Bequest Manager today!
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Let us take away the headaches and hassles of administering your planned giving program now.
Stay organized while tracking your current bequests and managing tasks with executors and probate.
Learn to master your bequest data and use it to find valuable insights.
