Achieving Efficiency in Bequest Administration

Bequest programs are crucial to charities that depend on current and future dollars to operate and plan.

Bequests are known as “simple gifts,” but managing a bequest program is complex work – one with multiple moving parts associated with every single estate.

An actively managed bequest program has the following capabilities and more:

• Cultivate and steward bequest donors
• Collect relevant data that supports personalized stewardship, program analysis, and financial forecasting
• Provide reports on future cash flow
• Articulate the qualities of a likely bequest donor
• Manage a complex probate process when necessary

PG Calc’s latest white paper explores the foundation of efficient bequest administration –a combination of technology and a series of established processes.

Will to Succeed: Managing Bequest Stewardship and Administration