Non-profit Bequest Management

Honor their wishes, advance your work.

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 improving your planned giving program.

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Relief from the Administrative Burden

Safeguard your Legal & Financial Interests

Maximize your Distributions

Secure, Real-Time Online Updates

Nurture Donor Relationships

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.

Administrator of a highly-ranked charitable organization that receives $2 – $5 million in bequest revenue each year

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.

General Counsel of a nationally-known charity receiving $15 – $20 million annually in bequest revenue