Dashboard Knowledgebase

MarketSmart characters
MarketSmart lightbulb icon

How do I update a supporter’s legacy consideration stage?

You may have offline conversations with donors in which they let you know that they have moved up or down in considering the inclusion of a gift to your organization in their estate/legacy plans.

If that is the case, you may now simply click on the supporter’s name and edit their gift consideration. This change will be automatically reflected in the Donor Journey tab as a manual update.

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!