Bequest Pipeline

This feature is available with Bequest Manager only.

The Bequest Pipeline report is designed to help you analyze when you expect to receive the bequests you know to be in process - the donor has died and the estate settlement process is underway - and how much you expect to be distributed when that day comes.

For a bequest to be included in this report, it must have an Estimated Close Date and a Status of In Process, In Probate, In Litigation, Partial Distribution, or Full Distribution.

By selecting a specific report format, you can generate variations of the Bequest Pipeline report that include the following information:

Gift information plus donor information
Gift information only
Grand totals and sub-totals of gift information only

1. Click Analysis > Bequest Pipeline in the Menu Bar.

2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.

3. Select how much information is included on each bequest in the Include/Exclude/Suppress area.

4. Click OK to view the report.

5. Do the following, as needed:

6. Click $image\closebox.gif$ on the report page to close the report.