Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

How do you enter bequests or planned giving?

What is the best way to enter a new bequest in Altru? I only see options to enter pledges, payments and recurring gifts, and a bequest doesn't really fit any of these categories. I considered entering the bequest as a pledge with a payment date 50+ years in the future, but that seems off to me. What would you recommend?
  • Guest
  • Jan 4 2016
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  • Jennifer Clearwater commented
    September 07, 2016 22:05

    Do you have the "Prospects" tab/module? You could enter them as a "Major Giving Prospect" there.

  • +13