Bequest Management
How Our Services Help
At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management team is dedicated to ensuring that your organization honors your donors’ wishes, accelerates the distribution of their gifts, and maximizes the impact of their generosity. Our team of experienced professionals will work on your behalf to advance your work, so your organization can focus your resources on enhancing your planned giving program.
- Relief from the Administrative Burden
- Safeguard your Legal & Financial Interests
- Maximize your Distributions
- Secure, Real-Time Online Updates
- Nurture Donor Relationships
- Administrator of a highly-ranked charitable organization that receives $2 – $5 million in bequest revenue each year
We take our bequests very seriously, but with a small staff, it can sometimes be overwhelming to deal with complex probate cases. CCK has solved this problem for us with a unique service that is both excellent and economical.
- General Counsel of a nationally-known charity receiving $15 – $20 million annually in bequest revenue
For many years, [we] invested considerable internal resources to manage matured bequests in a way that fulfilled our sacred duty to the thousands of generous supporters who included our organization in their estate plans. We entrusted this task to CCK about a year ago, and could not be more pleased with the results. We have more hours to devote to direct service to veterans, comfortable in the knowledge that our bequests are in good hands at this fine firm.
