You are a charity, and you have been informed that you are a beneficiary of a charitable bequest, and the decedent has recently died. Do you enter that bequest information in a spreadsheet or a database? Do you insert it into a paper file? Whether it’s a spreadsheet, database, or paper file, do you find yourself spending unnecessary time months later tracking down information related to that bequest?
Keeping track of the status and timeline of each bequest can be challenging. Too often, needless time is spent sorting a spreadsheet or rifling through paper documents to gather information related to the status of various bequests and revenue you can expect to receive from such bequests.
The TrueBQuest platform was developed to help charities become more efficient in the bequest tracking and collection process. TrueBQuest is unique in that it was developed by engineers at the instruction of estate planning, trust and probate attorneys at Sideman & Bancroft who understand the difficulties and efficiencies in this field.
Contact us at email@example.com. We look forward to helping you change the way you manage your bequest information.
TrueBQuest was developed by True Pedigree in partnership with the estate planning, trust and probate attorneys at Sideman & Bancroft with decades of experience in post death administration (trusts, probate, collecting IRA and insurance benefits, etc.)
We understand the importance a charitable organization places on having an efficient and intuitive bequest tracking and collection platform that any person within the organization can use.Contact Us
Holds in electronic form all information related to each bequest, allowing easy access to current status and copies of relevant documents.
Displays expected revenue for each upcoming fiscal year, updates in real time.
Allows scheduling of follow-up reminders and keeps your team on track.
Includes specific information about each decedent, including whether the decedent was a lifetime donor and details of prior giving.
Allows an unlimited number of users to access the platform at the same time.
Creates efficiencies with audit requirements and allows the user to quickly respond to audit questions.
“I love that the TrueBQuest platform allows me to see projected revenue from bequests in real time for both the current fiscal year and future fiscal years -- with the click of a few keystrokes! This is incredibly helpful on a day-to-day basis, for fast turnaround when responding to Board and management requests for key financial information and audit information, and in helping to create an easy and efficient annual budget process.”
”It’s hard to imagine going back to the way we used to organize and store bequest information! The easy-to-use dashboard and search functions of the TrueBQuest platform are a game changer in how I locate bequest information and keep up to date on the status of hundreds of bequests.“