Overview

Bequest types are a way to categorize bequests. New bequest types will appear as options in all charities in your organization. 

In this article, we’ll go over how to create a new bequest type. 

Add a New Bequest Type

First, locate the bequest type settings for Super Admins.

On the Bequest Types page, click New Bequest Type in the top right. 

Enter the bequest type in the Name field.  

If you would like an additional field for more information to be entered for this type of bequest, check the Additional Name Required box. Use the Additional Name Label field to create the name of the new field. 

In the example below, Cash is being added as an additional required name. 

Click Create Bequest Type when done. 

Your new bequest type will appear as an option for all charity users and on the Bequest Types page.