Successful stewardship over the long term necessitates the right combination of process and technology. With Bequest Manager, you get a robust, easy to use database system that keeps you up-to-date on all your bequests.
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Simply keep track of gifts in different stages with Bequest Manager's comprehensive and easy-to-use reporting | ||
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Effortlessly communicate with donors and advisors with ready-made letter templates | ||
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Never miss an estate deadline with programmable reminders and pre-made checklists | ||
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Measure your program’s success with expected gift value, cash flow, and bequest pipeline reports |
" I desperately needed an alternative to spreadsheets for bequest tracking. Bequest Manager has been a life saver. Preparing reports is always time consuming and often chaotic. I used Bequest Manager to do it this week and was amazed by how easy and FAST it was. Thanks for giving me the gift of time! "
