Managing Deceased Donors

We have reviewed three scenarios where a donor has passed away.

Please review the attached document.

Dealing-with-Deceased-Donors.docx

Last updated on July 7, 2019

Categories

I: @EASE Contents & Resource Listing
I: ChatGPT Thoughts on NonProfits
VI: Know Your Donors & Strengths
I: Fundraising Ideas & Free Seminar Materials
I: @Ease Special Donor Handling Routines
I: A Thoughtful Discussion on Data Management
II: @EASE Lookup Tables & Populating the Database
II: @EASE Day One Setup
II: @EASE Day One Review
II: Private Donors
II: @EASE Analytics & Reports
II: @EASE Productivity the EaseKMS and Communications Tab
II: Campaign Maintenance: How to Setup a Campaign or Appeal
II: Dickens - CRM and Moves Management
II: Recognizing Donors, In Memory Campaigns, Third Party Hosts and Event Participants
II: @EASE Using an Online Auction
II Online Training Seminars
III: Managing Grants
III: Pledge Management
III: Managing Lottery Tickets with Ease
III: Managing Memberships
III: Special Events: Plan to Deliver
IV: eReceipts and How they Work
IV: PDF Receipts and How they Work
V: Q-Xpress Features
V: Q-Xpress Selections
V: Importing Donors, Contacts and Donations
V: Segmenting your Corporate Donors
VI: Reports in @EASE
VII: @EASE RFWE, Donate Now, Donate Admin, iATS and Import
VIII: Azure Cloud
IX: Word Processing and Merging
X: Auditor & CRA Receipting Questions
X: Because You Asked
X: New Features
XI: Year End Processing - Fiscal and Calendar
XII: Volunteers

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