Bulk operations
13 Nov 2013 | Bequest | National Publication | News story

Smart fundraising professionals, such as Michael J. Rosen, CFRE, realize the value of understanding their nonprofit organization's planned giving potential. Unfortunately, it has not always been easy to quantify that potential, until now.

18 Oct 2013 | Bequest | National Publication | News story

Dr. James has presented us with an incredible amount of data and analysis in his newly published report. There is something in it for everyone interested in the charitable and estate planning fields. Upon reading the report we recognized obvious trends that bode...

28 Sep 2006 | Bequest | National Publication | Case study | 5 comments
A Presentation Case Study
Annie Arnold is a retired day school administrator with a modest estate. In this case study, Annie shows that with a testamentary trust and a little time, a little can go a long way for both her family and charity.
27 Sep 2006 | Bequest | National Publication | Case study | 7 comments
A Presentation Case Study
Ken Kotter is a retired fine arts professor who desires to leave a lasting legacy for his family and charity. In this presentation case study, Professor Kotter revises his will to endow a scholarship fund at his college and create two testamentary charitable remainder...
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Define: Bequest

A bequest is generally any gift of property by means of a will, including a devise or a legacy.

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Case Study: Testamentary Planning for the Retired Professor

Case Study: A Twice-Blessed Gift