News & Knowledge
for Non-Profits & Charities

Bequest Management

Dying Declarations in Estate Administration

Bequest Management

Estate Planning Shortcuts: What the Gift Planner Needs to Know

Bequest Management

Playing the State Law Lottery: What to Consider When the Bequest is Ambiguous

Bequest Management

Charities and Ante-Mortem Probate: Considerations for the C-Suite Executive

Bequest Management

Charities and the USA Patriot Act: Separating Reality from Fantasy

Bequest Management

The Taxman Cometh (Apologies to Eugene O’Neill): Even After Death

Bequest Management

Appointing a Charity as Executor: The Gift Planner’s Dilemma

Bequest Management

No-Contest Provisions: Proceed with Caution

Bequest Management

Indemnify, Defend and Hold Harmless: The Importance of Fine Print

Bequest Management

Bequest Cultivation and the Costanza Hypothesis

Bequest Management

Transfer on Death (TOD) Deeds: A Guide for the Nonprofit Executive

Bequest Management

Is This a Gift We Really Want? What Does The Gift Acceptance Policy Say?