Altru 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.

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