thankQ Help

Following the instructions in this topic you will be able to:

•Setup Bequest Prospects.

•Create an Action.

•Create a Communication.

•Set up a Bequest for a contact.

•Edit an existing Bequest record.

•Set up and maintain Bequest Elements for a particular Bequest.

•Search on Bequests held for particular contacts.

•Create Pledges for Bequest elements.

•Pay Pledges for Bequest elements.

•Create reports on Bequests.

•Write to contacts associated with Bequests.

•Setup In-Memoriam Source Codes.

•Generate and Process In-Memoriam Donations.