thankQ Help
The management of financial aspects of Bequests will require that appropriate Destination and Source codes be created in thankQ.
A Source code is required for each Bequest entered. This can be varied for each pledge as appropriate.
Some possible scenarios are:
Source Code |
Destination Code |
BEQUEST |
BEQUEST_FUND |
Source Code |
Destination Code |
BEQUEST_MAILING |
BUILDING_FUND |
BEQUEST_EVENT |
MED_RESEARCH |
BEQUEST_SEMINAR |
HOSPITAL_FUND |
Nested Source codes may also appropriate such as in the example below:
BEQUEST
BEQUEST_MSMITH
BEQUEST_JWARD
BEQUEST_LWOODSTOCK
Your choice will depend on the business rules that you decide to apply.
Once you have decided on which Source/Destination Codes to use you must then make sure that your Legacy/Bequest record has this set so that you can link payments to a contact's estate:
