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Summer Webinar Series: How to Effectively Manage Bequests and Honor Your Donor's Intent
Thursday, June 29, 2023, 10:00 AM - 11:00 AM PDT
Category: Events

How to Effectively Manage Bequests and Honor Your Donor's Intent

June 29, 2023 | 10:00 AM - 11:00 AM (PDT)

For decades, many charities viewed bequests as a form of passive income. They followed an adage when it came to gifts made by will or trust, “Just wait for the check.” More recently, donors and leaders of charities have become more sophisticated. Donors expect organizations to take all necessary steps to see their full gift through to delivery. Charities have realized this final act of stewardship is not only their obligation to the donor, but also a duty to their charity and a smart business practice. This presentation will cover seven standards every bequest administrator should know to be an effective steward. We will also cover frequently asked questions such as, is it safe to sign that release? Is the trustee or attorney fee too high? Do we need to hire outside counsel for this will contest? And more!

Session outcomes:

1) Attendees will walk away with red flags to look out for when dealing with potential capacity or undue influence issues in the gift instrument.

2) Attendees will learn tips and tricks to modify receipts, releases, and waivers to avoid any dangerous risks for their organization. 

3) Attendees will learn best practices for contacting attorneys, executors, trustees, and financial institutions in inquiring about bequests intended for their organization. 

Members: FREE | Non-Members: $15


Lindy Nash is the Supervising Attorney in the Bequest Management practice at Chisholm Chisholm & Kilpatrick. Her practice focuses on representing national charities and other philanthropic organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She oversees the day-to-day operations of the practice and ensures that each client’s matured bequests are handled efficiently while fulfilling the duty of good stewardship. Lindy is passionate about community service and charity work. She is the current President of the Board of Trustees at the Providence Animal Rescue League ("PARL") and is the Vice President of Programming for the Planned Giving Group of New England (PGGNE).

Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected].

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Additional Virtual Event Provisions:
If a technical failure at the attendee’s home or workplace prevents access to the virtual event, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the virtual event. However, if a technical failure is the fault of the service provider and the virtual event is cancelled, a full refund will be provided.

If you are unable to attend the virtual event, information on how to access program recordings, where available, materials and features of the virtual event will be provided to all registered persons. Registrants who fail to attend the event, in part or in whole, are not eligible for a refund or credit and will be billed for any balance due.

Consent Clause

Photo Release:
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release:
LACGP will provide attendee contact information and email addresses to program partners and exhibitors of certain LACGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

Continuing Education:
The Los Angeles Council of Charitable Gift Planners is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 1.0 hour of credit. LACGP is also an approved for CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.