Non-profit Bequest Management

Honor their wishes, advance your work.

Bequest Management

Does Your Organization Need a Bequest Management Service?

At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management team is dedicated to ensuring that your organization honors your donors’ wishes, accelerates the distribution of their gifts, and maximizes the impact of their generosity. Our team of experienced professionals will work on your behalf to advance your work, so your organization can focus your resources on enhancing your planned giving program.

Learn More about Bequest Management

Relief from the Administrative Burden
Safeguard your Legal & Financial Interests
Maximize your Distributions
Secure, Real-Time Online Updates
Nurture Donor Relationships

We're honored to make a difference in the lives of our clients.

Prior to working with CCK last year, the Planned Giving team spent a substantial amount of time on bequest administration. Now with our partnership with CCK, we are freed up to expand legacy marketing and donor engagement. Scott and his colleagues are fast, friendly and efficient. They leave no stone unturned in following donor intent and expediting distributions. I recommend you try them out.
Tim Rogers, Planned Giving Officer, Oxfam America
We take our bequests very seriously, but with a small staff, it can sometimes be overwhelming to deal with complex probate cases. CCK has solved this problem for us with a unique service that is both excellent and economical.
Administrator of a highly-ranked charitable organization that receives $2 – $5 million in bequest revenue each year.