What is best practice for handling anonymous bequests and planned giving in EveryAction? These are planned gifts that we want to make sure are tracked for analytics and reporting but don’t strictly have a VanID that we can apply them to. Is it possible to apply bequests on a single or several “Anonymous” VanIDs as a stand-in? Or is there a better approach?
Solved
Handling anonymous planned giving.
Best answer by Joe Conley
Yes, you have it exactly.
In the case of any truly anonymous gifts (where even the organization doesn’t know who it came from), from a dollar left at the front to a large bequest, is USUALLY to associate it with an anonymous contact record. Make sure to give the contact record an activist code so you can easily remove it from lists when needed.
For those smaller gifts consolidating them into is usually fine. The case of a larger planned gift that might require ongoing management, or if a specific entity is managing multiple anonymous bequests, there may be case where you want it to have its own record. In that case create an organization called “Anonymous Planned Gift(s)- Managed by the Law Offices of BSweeney and Conley” or something similar. And, again use activist codes to make it easy to identify.
Yes, you have it exactly.
In the case of any truly anonymous gifts (where even the organization doesn’t know who it came from), from a dollar left at the front to a large bequest, is USUALLY to associate it with an anonymous contact record. Make sure to give the contact record an activist code so you can easily remove it from lists when needed.
For those smaller gifts consolidating them into is usually fine. The case of a larger planned gift that might require ongoing management, or if a specific entity is managing multiple anonymous bequests, there may be case where you want it to have its own record. In that case create an organization called “Anonymous Planned Gift(s)- Managed by the Law Offices of BSweeney and Conley” or something similar. And, again use activist codes to make it easy to identify.
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