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- “When Google Altered Its Ad Rules, Charities Paid the Price,” Says New York Times
- A Copy of A Will Just Won’t Do: Lessons from American Humane
- Affiliated Charities: Who Owns the Bequest? Part One
- Affiliated Charities: Who Owns the Bequest? Part Two
- Appointing a Charity as Executor: The Gift Planner’s Dilemma
- Barebones Estate Planning: Way Better Than None at All
- Beneficiaries Release $37 Million Claim
- Bequest Cultivation and the Costanza Hypothesis: If What I am Doing is Wrong, The Opposite Must Be Right
- Bequest Management and the Sixth Sense
- Bequests in the Media: Recent Cases
- Bequests in the News
- Cases of Interest for Bequest Managers in 2024
- CCK Bequest Management Proudly Announces Two New Partners
- Charities and the USA Patriot Act: Separating Reality from Fantasy
- Charities Take Note: Executors Can be Financially Liable for Delays in Payment of Bequests
- Charities Take on Trustee — And Win!
- Charity “Watchdogs” Can Have an Impact on Bequest Revenue
- Conditional Bequests: Lessons From Rodney Dangerfield
- Daring Strategy Pays Off for Actors’ Home — For Now
- Diminished Capacity Equals Diminished Revenue
- Do Gift Planners Need to Worry About Unrelated Business Income Tax?
- Do-it-Yourself Estate Planning: Should Charities Get on Board?
- Don’t Let Estate Planning Referrals Jeopardize Bequests
- Dying Declarations: The Absolute Essentials
- Employment Issues in Charities: Bad Press = Lost Revenue
- Executor’s Lawyer Drops the Ball and Pays Dearly
- FOMO and FOMU: Charities on Edge About Cryptocurrency
- Growing Scrutiny of Restricted Gifts?
- Is the Law Ambiguity Ambiguous? Clarifying a Confusing Bequest
- Mistakes That Can Derail A CGA Program
- Modifying Restrictions on Bequests: A Changing Landscape
- Nervous Beneficiary Seeks Assurance from Court on No Contest Clause
- No Contest Clauses: Still a Threat
- No Signature? No Problem! Defective Beneficiary Form Is Good Enough
- No-Contest Provisions: Proceed with Caution
- Presley Case Shows Importance of Noticing the Small Things in Estate Documents
- Probate Before Death? Gift Planners and Bequest Managers, Take Note!
- R.I.P., Licorice: The Importance of Record-Keeping
- Real Estate Bequests: Take Title or Hold Out for Proceeds?
- Real Estate Gifts: Are They Trojan Horses?
- Recent Cases of Interest for Bequest Managers: 2023 Edition
- Rejecting a Bequest: When, Why and How to Say “No Thank You” Part 1
- Rejecting a Bequest: When, Why and How to Say “No Thank You” Part 2
- Should You Start a Charitable Gift Annuity Program? A Decision-Tree Approach
- Strategies to Minimize Pain and Maximize Gain from Inherited IRAs
- Taking the Guesswork out of Disclaimers
- The “Harmless Error” Rule Can Sink (or Save) Bequests
- The Aretha Franklin Will: What Would Your Charity Have Done?
- The Intricacy of Estate Litigation
- Top 10 Reasons to Partner with CCK for Your Bequest Management
- Transfer on Death (TOD) Deeds: Not As Simple As They Seem
- Transfer-On-Death Accounts: Easy as Pie, But Not a Piece of Cake
- Vigilance Pays Off for Charities
- Waiver of Notice of Probate: To Sign or Not to Sign?
- Walking the Probate Tightrope: Recovering Lost Revenue from the Donor’s Estate
- What Does RMD-QCD Spell? Revenue Before the Bequest
- What Gift Planners Should Know About Conflicts of Interest
- What’s in a Charity’s Name? Maybe a Bequest.
- When Do Charities Need to Worry About Death Taxes?
- Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help
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Resources
- “Problematic” Gifts: Getting Comfortable with Non-Routine Bequests.
- Cause Marketing
- Event Contracts – What Charity Managers Need to Know
- Further Reflections on Indemnification eBook
- Gearing Up for Bequests: Planning for the Planned Gift
- Handling Receipts and Releases: Are You Prepared?
- Sponsorship Agreements
- To Sue or Not to Sue?
- When the Bequest Matures: Taking the First Steps Without Missteps
- When Things Go South: Dealing with Litigation
- Why Should Gift Planners Care About the EPA?