CCK Bequest Management

We are grateful to the National Association of Charitable Gift Planners for recognizing Lindy Nash in their Member Spotlight! Lindy’s dedication to supporting nonprofits through effective bequest management and charitable gift planning is truly inspiring. Her leadership continues to make a meaningful impact in the field, and we’re proud to see her contributions highlighted. Thank you, CGP, for this feature and for the important work you do for the charitable giving community!

Meet Lindy Nash! Recently elected to the CGP Board of Directors and?named Partner in the Bequest Management practice at Chisholm Chisholm & Kilpatrick (CCK)(aka CCK Bequest), Lindy Nash and her team represent nonprofit organizations and charities across the country. Based in Rhode Island with her husband and two-and-a-half-year-old son, learn more about Lindy on the CGP Blog.? Continue Reading: https://lnkd.in/g7ikNy7K #MemberSpotlight #ProfessionalDevelopment #Philanthropy

A missing will can reshape an estate—and raise serious legal questions. In Estate of Rucker, a copy of a 2017 will surfaced, leaving everything to an unexpected beneficiary, but the court ultimately rejected it, citing the lack of proof that the original wasn’t revoked. This case shows the challenges in lost-will disputes and the importance of securely storing estate documents. Should courts shift the burden of proof in these cases to better reflect a testator’s intent? Read our latest analysis. #EstatePlanning #CharitableGiving #Bequests #Probate #Bequest #EstateAdministration

A missing will can mean a lost bequest—even when there’s no evidence the donor changed their intent. In a recent case, a university fought to probate a copy of a will that included a major charitable gift, but the court ruled against it, following the legal presumption that a missing will was revoked. This case highlights the challenges charities face in preserving bequests and navigating probate complexities. What steps can nonprofits take to protect donor intent while respecting estate planning boundaries? Read our latest analysis. #EstatePlanning #CharitableGiving #Bequests #Bequest #NonprofitLeadership #EstateAdministration #nonprofit

On February 13th at 12:00pm the Planned Giving Group of New England is hosting a FREE webinar! Our speakers from Fidelity Charitable? will be providing a deep dive into Donor Advised Funds (DAFs) and how non-profits can best leverage them. See more details below. Register and join us!

Google’s ad rule changes have made it harder—and more expensive—for charities to reach donors when it matters most. A recent The New York Times report details how nonprofits are now being outbid on their own names, forcing them to spend more for visibility and depleting limited marketing budgets. With competition from third-party advertisers, some organizations have even lost out on critical fundraising opportunities. What does this mean for the future of nonprofit digital marketing? Read more in our latest analysis. https://lnkd.in/e8FAkxbU #NonprofitMarketing #CharitableGiving #GoogleAds #nonprofitmanagement #FundraisingChallenges #nonprofitleadership

Can a court rewrite a will due to a drafting mistake? The doctrine of 'scrivener’s error' allows corrections in limited cases, but it’s not a free pass to alter a testator’s intent. A recent case shows the fine line between fixing a clear clerical mistake and attempting to reinterpret a will after the fact. How far should this doctrine go? And what risks does it pose for charitable bequests? Explore the implications in our latest analysis. #EstatePlanning #CharitableGiving #BequestManagement #Bequest #Bequests #EstateAdministration #nonprofitleadership #nonprofitmanagement

Not all stock gifts are created equal—some come with hidden restrictions that can devalue or even void a charitable bequest. Transfer provisions in business agreements can prevent a charity from receiving a gifted stake, while valuation provisions may force a sale at below-market prices. To avoid unexpected losses, charities should review business agreements before accepting such gifts and ensure they align with donor intentions. Learn how to safeguard your organization’s financial interests in our latest article. #estateadministration #plannedgiving #bequest #bequests #nonprofitmanagement #nonprofitleadership #stocks

We are pleased to share that Lindy Nash has been named Partner at CCK Bequest Management! Lindy has been an integral part of the practice since its inception, advocating for national charities and nonprofits by helping them maximize bequests while minimizing administrative burdens. Her expertise and dedication to charitable advocacy have strengthened our practice and enriched our clients' missions. Congratulations, Lindy, on this well-earned achievement. We look forward to the continued impact of your leadership! #promotion #lawfirm #bequest #bequests #nonprofitmanagement #nonprofitleadership #estateadminsiration

Bequests have taken center stage in recent headlines! These cases highlight some unique challenges like managing pet trusts, navigating restrictions on charitable gifts, and addressing issues with celebrity estates. In our latest newsletter, we examine important lessons for charities through the lens of these cases, such as safeguarding donor intent and handling unique legacy gifts. Learn how to navigate these challenges and protect your organization’s legacy in our final newsletter of 2024! #Bequest #PlannedGiving #Bequests #EstateAdministration #NonprofitManagement #NonprofitLeadership #TrustsandEstates https://lnkd.in/gPHNZtHi