Session Description: Bequests Gone Bad

Your planned giving staff has secured a wonderful planned gift commitment from a generous donor. The donor is well stewarded over the years. Now the donor has passed, but that hard-won bequest is nowhere to be seen. This session will explore ten ways that bequests can “go bad,” including undue influence, lost documents, misnamed charities, handwritten edits, caretaker claims and tax apportionment problems. Attendees will not only learn to identify these potential problems, but will also discuss both proactive and reactive ways to avoid/deal with them.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour