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Bequest Management Testimonials

Prior to working with CCK last year, the Planned Giving team spent a substantial amount of time on bequest administration. Now with our partnership with CCK, we are freed up to expand legacy marketing and donor engagement. Scott and his colleagues are fast, friendly and efficient. They leave no stone unturned in following donor intent and expediting distributions. I recommend you try them out.

Tim Rogers, Planned Giving Officer, Oxfam America

For many years, [we] invested considerable internal resources to manage matured bequests in a way that fulfilled our sacred duty to the thousands of generous supporters who included our organization in their estate plans. We entrusted this task to CCK about a year ago, and could not be more pleased with the results. We have more hours to devote to our mission, comfortable in the knowledge that our bequests are in good hands at this fine firm.

General Counsel of a nationally-known charity receiving $15 – $20 million annually in bequest revenue

We take our bequests very seriously, but with a small staff, it can sometimes be overwhelming to deal with complex probate cases. CCK has solved this problem for us with a unique service that is both excellent and economical.

Administrator of a highly-ranked charitable organization that receives $2 – $5 million in bequest revenue each year.

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