Planned giving can be a meaningful and lasting source of funding - but when it involves estate gifts, legal and administrative risks can get in the way. Unclear communication or drawn-out timelines can lead to delays, disputes, or even reduced gifts.
Join Field Law’s Wills + Estates Team for a complimentary lunch and learn designed to help charitable organizations navigate the estate administration process with more clarity and confidence.
Topics covered will include:
What to do when you’re named in a will
Common issues that delay or complicate estate gifts
What your organization can and can’t do during administration
How to communicate with executors and legal counsel
What documentation is required - and what to watch for
Who should attend: This session is designed for fund development professionals, executive directors, finance staff, and board members involved in gift planning, estate administration, or donor stewardship.
