News & Resources

When the Bequest Matures: Taking the First Steps Without Missteps

We are excited to continue our Bequest Management e-book series with Volume 2: “When the Bequest Matures: Taking the First Steps Without Missteps,” which is available now for free download!

What You Will Learn

Whether a charity can ever inherit from an intestate estate
What a charity should do once they receive a notice of probate
What a charity should look for when reviewing a will;
Whether charities should serve in a fiduciary capacity;

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This e-book series aims to help nonprofits navigate uncertain or confusing areas of the bequest management process. Each volume focuses on one of these areas. We hope that these e-books will aid charitable organizations in handling their bequests.

In Volume 2, CCK’s experienced Bequest Management team will discuss some common issues that happen early in the bequest process. These issues can potentially delay or, in some cases, threaten the receipt of the intended gift. This easy-to-read and informative resource is meant to help charities with issues for which the answers may not be apparent.

Volume 3, “When Things Go South: Dealing with Litigation,” will be published in November.