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- A Copy of A Will Just Won’t Do: Lessons from American Humane
- A Notorious Estate Further Complicated by Allegations of Racketeering and Embezzlement
- Appointing a Charity as Executor: The Gift Planner’s Dilemma
- 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
- CCK Bequest Management Proudly Announces Two New Partners
- Charities and Ante-Mortem Probate: Considerations for the C-Suite Executive
- Charities and the USA Patriot Act: Separating Reality from Fantasy
- Charities: Executors Can be Liable for Delays in Payment of Bequests
- Charity “Watchdogs” Can Have an Impact on Bequest Revenue
- Conditional Bequests: Lessons From Rodney Dangerfield
- Crypto-Bequests: The Future Is Now
- 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?
- Don’t Let Estate Planning Referrals Jeopardize Bequests
- Dying Declarations in Estate Administration
- Employment Issues in Charities: Bad Press = Lost Revenue
- Estate Planning Shortcuts: What the Gift Planner Needs to Know
- Executor’s Lawyer Drops the Ball and Pays Dearly
- FOMO and FOMU: Charities on Edge About Cryptocurrency Gifts
- Getting Ready for Crypto Revenue? Read This!
- Growing Scrutiny of Restricted Gifts?
- Is Management of a Matured Bequest a Fiduciary Duty?
- Mistakes That Can Derail A CGA Program
- National Organizations with Local Affiliates: A Growing Threat to Bequest Revenue – Part 2
- No-Contest Provisions: Proceed with Caution
- Online Will-Making: Something Charities Should Consider
- Playing the State Law Lottery: What to Consider When the Bequest is Ambiguous
- Presley Case Shows Importance of Noticing the Small Things in Estate Documents
- 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
- Taking the Guesswork out of Disclaimers
- The Aretha Franklin Will: What Would Your Charity Have Done?
- The Intricacy of Estate Litigation
- The Problem of Affiliate Bequests – Part 1
- The Taxman Cometh (Apologies to Eugene O’Neill): Even After Death
- 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
- 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? A Gift Planning Opportunity
- What Gift Planners Should Know About Conflicts of Interest
- What’s in a Charity’s Name? Maybe a Bequest.
- Why Gift Planners Need to Know About the Harmless Error Rule
- Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help
- Your Charity Can Minimize the Pain From Inherited IRAs: Here’s How
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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?