FundSvcs Community

Hello everyone,

I'm curious how other institutions code Estates in their database.  We are ramping up our planned giving efforts and I'm putting together a procedure document for how to either update an existing record or create a new record once a donor is deceased and the estate is actualized.  Does your organization retain the individual's record and change their name to view First Name = Estate of John, Last Name = Doe? Or does your organization mark the individual record as deceased and then create a new organization record for the estate and link the two via relationships?  

Our organization has been inconsist in our practice, so I'm hoping with feedback from this group we can define a SOP moving forward for these.

Thanks so much!

Molly

Hello everyone,

I'm curious how other institutions code Estates in their database.  We are ramping up our planned giving efforts and I'm putting together a procedure document for how to either update an existing record or create a new record once a donor is deceased and the estate is actualized.  Does your organization retain the individual's record and change their name to view First Name = Estate of John, Last Name = Doe? Or does your organization mark the individual record as deceased and then create a new organization record for the estate and link the two via relationships?  

Our organization has been inconsist in our practice, so I'm hoping with feedback from this group we can define a SOP moving forward for these.

Thanks so much!

Molly

Hello everyone,

I'm curious how other institutions code Estates in their database.  We are ramping up our planned giving efforts and I'm putting together a procedure document for how to either update an existing record or create a new record once a donor is deceased and the estate is actualized.  Does your organization retain the individual's record and change their name to view First Name = Estate of John, Last Name = Doe? Or does your organization mark the individual record as deceased and then create a new organization record for the estate and link the two via relationships?  

Our organization has been inconsist in our practice, so I'm hoping with feedback from this group we can define a SOP moving forward for these.

Thanks so much!

Molly