Bequest - research on accepting and planning for a bequest program
Open, Needs TriagePublic
Actions

Assigned To

Authored By

	Jenny_Brandt_WMSE
	Aug 9 2021, 8:37 AM

Description

Contact Giva Sverige (handbook)
Other organisations

Create a checklist

When WMSE recives a bequest - what needs to be done /possible scenarios
Folder/instructions to send out to a possible donor

Related Objects
Search...

Status	Assigned	Task
Open	elenorweijmar	T288434 Bequest - research on accepting and planning for a bequest program
Resolved	Jopparn	T292395 Set up legacy /bequest page on website with
Open	None	T319336 Communication about how to donate with a will
Resolved	None	T410861 Give feedback on bequest handbook
Resolved	None	T410862 Meetings about bequest services
Resolved	None	T410864 Graphic designer for the bequest handbook
Open	None	T410865 Update website with bequest information and handbook
Open	None	T410868 Document the making of the bequest handbook
Open	None	T410873 Create specific email for bequests
Open	None	T410885 Internal communication and routines for bequests

Event Timeline

Jenny_Brandt_WMSE created this task.Aug 9 2021, 8:37 AM

Jenny_Brandt_WMSE moved this task from Backlog to This week on the User-Jenny_Brandt_WMSE board.Aug 30 2021, 8:44 AM

Jenny_Brandt_WMSE moved this task from This week to Backlog on the User-Jenny_Brandt_WMSE board.Nov 1 2021, 6:47 AM

Training/Grundutbildning in how to work with bequests/will with Giva Sverige will take place the 9th of October. Will continue this task after participating.

The training will give an introduction to how to fundraise and set up a bequest program.

Introduktion till testamentesinsamling
Kommunikation och marknadsföring:
Hur pratar vi om testamenten på rätt sätt?
Interna processer:
Vilka arbetsrutiner/ processer måste vara på plats?
Rutin för villkorade gåvor.
Vem är ansvarig internt?
Handläggning och juridik
GDPR
Efterarv
Tillgångar i utlandet
Etiska frågor:
Hur hanterar man besvikna efterlevande?