Bequest programs are crucial to charities that depend on current and future dollars to operate and plan.
Bequests are known as “simple gifts,” but managing a bequest program is complex work – one with multiple moving parts associated with every single estate.
An actively managed bequest program has the following capabilities and more:
- Cultivate and steward bequest donors
- Collect relevant data that supports personalized stewardship, program analysis, and financial forecasting
- Provide reports on future cash flow
- Articulate the qualities of a likely bequest donor
- Manage a complex probate process when necessary
PG Calc’s latest white paper explores the foundation of efficient bequest administration –a combination of technology and a series of established processes.
Will to Succeed: Managing Bequest Stewardship and Administration
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