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.
