Honor Their Wishes, Advance Your Work.

We professionally settle your bequests – maximizing impact and protection.

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CCK Bequest Impact:
To Honor & Protect

We assume full responsibility for realizing your matured bequests – protecting and collecting the full intended gift and preventing diminishment, loss, and delay.

Minimize Risk, Maximize Distributions

We leverage our 25+ years of legal experience to maximize your organization’s distributions.

Minimize Risk, Maximize Distributions

Our attorneys safeguard your organization’s legal and financial interests every step of the way.

Reduce Administrative Strain

We follow up on your behalf, review all documents, complete the paperwork, and give you back your time.

Reduce Administrative Strain

Our clients have consistent access to leadership and dictate their own level of involvement in our program.

Dashboard and Record-Keeping

We operate a fully digitalized practice with your own customizable dashboard and formal quarterly statements.

Dashboard and Record-Keeping

We utilize a modern case database and provide full document management.

Advocacy

Our seasoned professionals negotiate, mediate, or litigate when necessary.

Advocacy

We hold trustees, executors, financial custodians, and fiduciaries accountable.

Gratitude

We are gracious and appreciative on your behalf.

Gratitude

We never forget that we work for you. Our goal is to support your organization, your donors, and your mission.

Beneficiary Designations

Our team completes and submits all of the required paperwork to the financial custodian.

Beneficiary Designations

We do everything possible to avoid providing your designated signers’ personal information.
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Why Choose CCK Bequest?

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Deep Roots in the Planned Giving Community

We proudly sponsor regional associations, attend major conferences, and serve on multiple influential boards like the National Association of Charitable Gift Planners (NACGP).

A Truly Comprehensive Planned Giving Practice

From large estates to modest gifts, we handle beneficiary designations, life-insurance gifts, estates and trusts, payable-on-death (POD) accounts, and more.

Exceptional Value

We provide superior service at up to 50% less than our nearest competitor.

A Partner You Can Enjoy Working With

We pride ourselves on being collaborative, accessible, and genuinely nice— team players who value a lasting partnership.

Free Your Team to Focus on Your Mission

We work as legal representatives for charitable organizations and are committed to honoring the wishes of donors.

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Honored to Make a Difference for Our Clients

Your Trusted Bequest Management Firm

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Featured Event

National Association of Charitable Gift Planners (NACGP) Conference

October 13, 2026
The NACGP Conference is one of the largest national gatherings of professionals dedicated to charitable gift planning and philanthropic strategy.
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News & Knowledge

We provide insights that are unique and bring in bequests quickly while maximizing them in the process.
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Rear view of a guy in his 30s looking at an art exhibition
Bequests in the News

Accepting Valuable Paintings: Special Ethical Obligations?

Should conscientious gift planners therefore seek a “what if” instruction from art donors? CCK Bequest looks at a recent case.
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eBook

Bequests in the Media 2025

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Blog

Do-it-Yourself Estate Planning: Should Charities Get on Board?

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Bequest Management

If Something Seems Wrong…The Case of the Overreaching Trustee

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It’s Who We Are.
It’s What We Do.

If you have questions or would like to learn more, we would love to hear from you.

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