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Category: Bequest Management | Page 5

Here you’ll find the latest resources on all things Bequest

Popular Articles
  • Transfer on Death (TOD) Deeds: Not as Simple As They Seem Transfer on Death (TOD) Deeds: Not as Simple As They Seem

    Bequest Management

    Transfer on Death (TOD) Deeds: Not As Simple As They Seem

    April 30, 2021

  • Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help

    Bequest Management

    Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help

    April 26, 2021

  • Diminished Capacity Equals Diminished Revenue Diminished Capacity Equals Diminished Revenue

    Bequest Management

    Diminished Capacity Equals Diminished Revenue

    April 1, 2021

  • Charity "Watchdogs" Can Have an Impact on Bequest Revenue Charity "Watchdogs" Can Have an Impact on Bequest Revenue

    Bequest Management

    Charity “Watchdogs” Can Have an Impact on Bequest Revenue

    March 5, 2021

  • What's in a Charity's Name? Maybe a Bequest. What's in a Charity's Name? Maybe a Bequest.

    Bequest Management

    What’s in a Charity’s Name? Maybe a Bequest.

    February 12, 2021

  • Employment Issues in Charities: Bad Press = Lost Revenue Employment Issues in Charities: Bad Press = Lost Revenue

    Bequest Management

    Employment Issues in Charities: Bad Press = Lost Revenue

    February 10, 2021

  • Don't Let Estate Planning Referrals Jeopardize Bequests Don't Let Estate Planning Referrals Jeopardize Bequests

    Bequest Management

    Don’t Let Estate Planning Referrals Jeopardize Bequests

    February 8, 2021

  • Charitable Gift Annuity Pitfalls: Tips for the Unwary Charitable Gift Annuity Pitfalls: Tips for the Unwary

    Bequest Management

    Mistakes That Can Derail A CGA Program

    January 19, 2021

  • Is It Worth Starting a Charitable Gift Annuity Program Is It Worth Starting a Charitable Gift Annuity Program

    Bequest Management

    Should You Start a Charitable Gift Annuity Program? A Decision-Tree Approach

    January 17, 2021

  • Waiver of Notice of Probate: To Sign or Not to Sign? Waiver of Notice of Probate: To Sign or Not to Sign?

    Bequest Management

    Waiver of Notice of Probate: To Sign or Not to Sign?

    January 15, 2021

  • Do Gift Planners Need to Worry About Unrelated Business Income Tax? Do Gift Planners Need to Worry About Unrelated Business Income Tax?

    Bequest Management

    Do Gift Planners Need to Worry About Unrelated Business Income Tax?

    January 13, 2021

  • What Gift Planners Should Know About Conflicts of Interest What Gift Planners Should Know About Conflicts of Interest

    Bequest Management

    What Gift Planners Should Know About Conflicts of Interest

    January 11, 2021