Legacy Gifts
This engaging session will be led by Nick Lall, CCCC's Head of Group Benefits, who will guide us through a comprehensive overview of how to effectively receive and manage estate gifts. The session will cover the primary forms estate gifts take—cash bequests, publicly traded securities, and life insurance policies—and the operational and compliance steps involved in accepting them. It will also address internal readiness, including policy considerations, receipting obligations, and communication protocols. A key focus will be on how charities can demonstrate capacity and trustworthiness to donors without making legacy giving feel transactional or burdensome. Practical guidance will be provided on messaging, website cues, and staff training for legacy gift conversations!
Length: 1 hours 02 mins 38 sec
Presenter: Nick Lall, CCCC
Select CCCC webinars are available for purchase by non-members (pricing below.)
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