Here you’ll find the latest news and insights on all things Bequest
Blog
Appointing a Charity as Executor: The Gift Planner’s Dilemma
June 1, 2021
No-Contest Provisions: Proceed with Caution
May 18, 2021
Bequest Cultivation and the Costanza Hypothesis: If What I am Doing is Wrong, The Opposite Must Be Right
May 7, 2021
eBook
Sponsorship Agreements
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
April 26, 2021
Diminished Capacity Equals Diminished Revenue
April 1, 2021
Charity “Watchdogs” Can Have an Impact on Bequest Revenue
March 5, 2021
What’s in a Charity’s Name? Maybe a Bequest.
February 12, 2021
Employment Issues in Charities: Bad Press = Lost Revenue
February 10, 2021
Don’t Let Estate Planning Referrals Jeopardize Bequests
February 8, 2021
Mistakes That Can Derail A CGA Program
January 19, 2021
