We are on our way to change how we handle donors that are interested in leaving their legacy to our organisation. Previously the process was kept outside Salesforce until the legacy gift was on its way (then it was registered in the system).
We would really like some tips, advice and learn how other organisations are handling the legacy donor pipeline? Which categories for follow up do you have and how is the process in the system? How do you handle the ones that have shown an interest in being a legacy donor vs those who are on their way to pledge a legacy gift and those that have written a will with a legacy gift.
Thanks for any input and ideas on this :-)
We did create a custom object, not for the planned gift per se, but for the gift vehicles - which could be an asset or set of assets (like a stock portfolio, an IRA account, or a DAF), a deferred gift, or a split-interest gift. We created a button on the custom object to generate Opportunity records relating to the "legacy" record.
