Bequests

How Do Charitable Gifts of Retirement Account Assets Typically Work?

When discussing legacy gifts, most assume the conversation is around bequests. Time and time again, surveys have shown that gifts given via a will are the most common planned gift vehicle.  While nonprofits should absolutely be prepared to accept bequests from donors, professionals in these organizations should also be aware [...]

[ASK AN EXPERT] How To Promote Bequest Giving

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a fundraiser whose boss doesn't think it's a good idea to promote bequest giving. Dear Charity Clairity, My boss doesn’t think it’s [...]

By |2020-06-15T09:28:50-04:00February 28th, 2020|Ask An Expert, Bequests|
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