CCK Bequest Management

Valuable paintings as charitable gifts: opportunity or ethical challenge? Recent high-profile cases show the complex responsibilities that come with accepting art donations. From donor intent to deaccessioning policies, charities must carefully navigate these issues. Should organizations proactively discuss 'what if' scenarios with donors? Explore the nuances of managing art bequests and balancing financial needs with donor intent in our latest article. #CharitableGiving #ArtDonations #NonprofitManagement #GiftPlanning #nonprofitleadership #bequests #bequest

Congratulations to Mary Dalton, Officer of Planned Giving at the Dana-Farber Cancer Institute and The Jimmy Fund, for winning our National Association of Charitable Gift Planners Conference raffle of a pair of Apple AirPods Max! We’re thrilled to have connected with so many amazing professionals during the CGP Conference and are grateful for the engaging conversations and shared insights. Thank you to everyone who stopped by our booth. Events like these truly highlight the power of collaboration in charitable gift planning--until next time! #bequest #plannedgiving #nonprofitmanagement #nonprofitleadership #bequests #giveaway

CCK Law was honored to be featured on WPRI-TV's Community Focus segment for Veterans Day! Partner Zachary Stolz discussed the importance of veterans understanding their rights and accessing the benefits they have earned. He also highlighted how our free CCK VA Claim Builder tool can empower veterans to develop strong disability claims from the outset. At Chisholm Chisholm & Kilpatrick LTD, we believe that veterans should never be taken advantage of when seeking the compensation they deserve. The CCK VA Claim Builder simplifies the process and provides valuable resources to help veterans navigate the often complex world of VA disability claims. You can view the full segment here: https://lnkd.in/efTdSUs3 #veteranslaw #VAclaims #veteransupport #community #veteransday

CCK Law was honored to sponsor WaterFire Providence's Salute to Veterans this past weekend! This poignant event provides a unique opportunity to recognize the brave individuals who have selflessly served our nation. We deeply value our commitment to supporting the veteran community and were privileged to participate in this commemorative occasion. The Salute to Veterans is a particularly impactful tribute honoring those who have made tremendous sacrifices to safeguard our freedom, and we are proud to support its mission. #veterans #waterfire #providence #community #veteran #lawfirm #vabenefits

CCK Bequest Management is reflecting on another incredible experience at the National Association of Charitable Gift Planners Conference! A big thank you to CGP, our fellow sponsors, and all who attended our dinner at Del Frisco’s! We truly enjoyed connecting with everyone and found the sessions insightful and valuable for advancing our work in charitable gift planning. We’re grateful for the opportunity to build relationships and share in the important discussions that shape our field. Looking forward to next year! #Bequest #Bequests #CharitableGiving #NonprofitManagement #NonprofitLeadership #nonprofit #charitablegiving

In the complex world of estate planning and charitable giving, it is imperative for nonprofits to remain vigilant about the actions of trustees entrusted with bequests. A recent case highlights the potential dangers of broad discretionary powers granted to trustees and underscores the importance of oversight. It is essential for nonprofits to carefully review trust documents, monitor trustee actions, and take prompt legal action if they suspect any wrongdoing. By being proactive, nonprofits can help ensure that charitable bequests are properly administered and that the wishes of donors are honored. #estateadministration #bequest #bequests #nonprofitmanagement #nonprofitleadership #plannedgiving

Day two of the National Association of Charitable Gift Planners Conference is underway! We’re especially excited about Lindy Nash's session, “Analyzing Accountings: How to Spot Red Flags and Protect Your Bequest.” Join us as Lindy dives into essential strategies for identifying risks and safeguarding donor intentions—vital insights for anyone managing charitable gifts. Don’t miss this session, and be sure to visit us at our booth for more conversations on effective bequest management! #CGPConference #Bequest #bequests #estateadministration #nonprofitleadership #nonprofitmanagement

CCK Bequest Management is excited to be in Orlando for the National Association of Charitable Gift Planners Conference! Visit with Lindy Nash and Christian McTarnaghan at our booth to discuss innovative approaches to bequest management at your organization. Plus, don't miss Lindy's session tomorrow where she'll present "Analyzing Accountings: How to Spot Red Flags and Protect Your Bequest" at 10:00 AM! We look forward to meeting everyone here! #plannedgiving #bequest #bequests #nonprofitmanagement #nonprofitleadership #CGPConference

Catch up on our latest annual review for nonprofit leaders! This edition covers key cases from 2023 through mid-2024, focusing on essential issues like standing, restricted gifts, and the evolving rules around fiduciary conduct. Use this information to stay informed on the trends shaping estate administration and to strengthen your organization’s approach to handling bequests! Want first access to our content? Sign up for CCK Bequest Management's newsletter at the bottom of our website! #yearinreview #nonprofitmanagement #nonprofitleadership #bequest #bequests #estateadministration #plannedgiving https://lnkd.in/eJZBNcc9

The rise of DIY estate planning tools has empowered many but also brings unique challenges. A recent Michigan Supreme Court case involved a will executed by a testator who left a bequest to his stepdaughter. The testator’s intent was clear, but an obscure Michigan statute invalidated the bequest because the testator’s stepdaughter did not fit the arcane definition of “stepdaughter” in the statute. Charities using these tools should be aware of the potential pitfalls and take steps to mitigate risks, including clear disclaimers and indemnification agreements. Learn more about safeguarding your organization from liability while embracing DIY wills in our latest article. #EstatePlanning #estateadministration #bequest #nonprofitmanagement #nonprofitleadership #plannedgiving