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.
Simply keep track of gifts in different stages with Bequest Manager's comprehensive and easy-to-use reporting | |||
Effortlessly communicate with donors and advisors with ready-made letter templates | |||
Never miss an estate deadline with programmable reminders and pre-made checklists | |||
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! "