Bequests covers Bequest Prospecting, Setting up a Bequest with any promises which will be bequeathed to your organisation, Searching and Reporting and In-Memoriam

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About the instructor

Trainer, Document Writer

Margaret Kamstra

I have been in the IT industry forever, starting out installing hardware and software solutions mainly to the legal sector.I have also been on many implementation teams installing hardware and software as well as training staff. After implementing systems I was a mentor on help/support desks and set up training departments and training material.I have been a trainer at thankQ Solutions for over 5 years and I love their product and people.They are always striving to be the best and I love that because that is what I try to do also.

Course Curriculum

  • 1

    Bequest Overview

    • Overview
  • 2

    Bequest Prospects

    • Managing Bequest Prospects

    • Searching thankQ for Bequest Prospects

    • Bequest Actions

    • Bequest Communications

    • Write Letters to Bequest Prospects

    • Practice - Bequest Prospect

    • Quiz - Bequest Prospect
  • 3

    Client Relationship Management

    • CRM Overview

    • Set Primary Manager Globally

    • Set Primary Manager Manually

    • Set up a Meeting

    • Practice - CRM

    • Quiz - Bequest CRM
  • 4

    Bequests and Legacies

    • Bequests and Legacies Overview

    • Bequest Elements

    • Bequest Pledges

    • Bequests and Elements Tutorial

    • Practice - Bequest, Elements and Pledges

    • Quiz - Bequests and Elements
  • 5

    Bequest Search and Report

    • Search and Report Overview

    • Search and Report Tutorial

    • Practice - Search and Report

    • Quiz - Searching
  • 6

    Bequest Letters

    • Write Letters Overview

    • Bequest Letters Tutorial

    • Practice - Write Bequest Letters

    • Quiz - Write Bequest Letters
  • 7

    In-Memoriam

    • Funeral Home and In-Memoriam Overview

    • Write Next of Kin Letters

    • Example Bequest Reports

    • In-Memoriam and Funeral Home Envelopes Tutorial

    • Practice In-Memoriam

    • Quiz - In-Memoriam

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