News & Resources

Gearing Up for Bequests: Planning for the Planned Gift

We are excited to announce CCK Bequest Management’s new e-book series! The first volume, “Gearing Up for Bequests: Planning for the Planned Gift,” is available now for free download.

What You Will Learn

The two separate phases of bequest management: pre-mortem and post-mortem;
How to anticipate and avoid problems with matured bequests;
Issues that charities tend to miss when managing bequests themselves;

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This multi-part series aims to help nonprofits navigate uncertain or confusing areas of the bequest management process. Each volume will focus on one of these areas in hopes of aiding charitable organizations in handling their bequests.

In Volume I, CCK’s experienced Bequest Management team will break down these topics in an easy-to-understand and highly informative format.

Volume 2, “When the Bequest Matures: Taking the First Steps without Missteps,” will be published in September.