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“Problematic” Gifts: Getting Comfortable with Non-Routine Bequests.

We are proud to publish volume 4 of our e-book series on bequest management. “Problematic” Gifts: Getting Comfortable with Non-Routine Bequests is available now for free download!

What You Will Learn

If charities should accept real estate bequests
Risk management strategies for real estate gifts
How charities should handle mineral interest gifts

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Some charities are uncomfortable with non-cash bequests because they are reluctant to tackle the unfamiliar. But, by not accepting non-cash bequests, your organization may miss out on large distributions from illiquid assets.

This volume is intended as a primer on several types of bequests that many charities consider “problematic.” Whether the gift is an IRA, real estate, artwork, or something else, the effort in obtaining them is often worth it.