Legacy gifts list and follow-ups
See everyone in the legacy society, what's estimated and received, and whose follow-up is coming up.
Who does this: Office staff4 steps
Before you start
- Legacy gifts recorded.
- 1
Open the list
Click "People", then "Legacy gifts".
Everyone in the legacy society. - 2
Read the boxes
"Legacy society" (how many), "Estimated, still to come", "Received" and "Follow-ups in the next 2 weeks".
- 3
Read the list
Each row shows the person, the kind, where it stands, paperwork ("on file"), estimated, received and the next follow-up.
One row per legacy gift. - 4
Follow up
Click a name to open their legacy gift, note the call, and set the next follow-up date.
Tips
- A yearly thank-you call to legacy society members keeps them close.
- "Estimated, still to come" leaves out gifts already received.
If something isn't working
The list is empty.
Add legacy gifts from each person's profile ("Record a planned gift").
A follow-up isn't in "Follow-ups in the next 2 weeks".
It needs a "Next follow-up" date within 14 days, and the gift must not be marked "Received".
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