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Building a Robust Estate Management Process (ON DEMAND)

No matter the size of your bequest program, building a process to efficiently manage your incoming estates is critical. 
Let us show you how to create a process that will:
  • collect more money-faster
  • provide accessible data to influence your bequest recruitment  
  • reduce the time you spend on managing estates and forecasting   
  • collaborate with other charities
We will focus on methods you may use to manage the critical steps from notification to  the final payment. Whether you want to build on what you currently do or make a start let us help you make it easy.

This track is proudly sponsored by:


#FIA Conference 2021
#FIA Conference 2021