April 2011

Is it really a Gift by Will?

Recently a charity contacted me about a long-time supporter who had just died. The late donor intended to make a bequest of valuable artwork, but the gift was not mentioned in her will. The family and executor were willing to donate the art on the condition that the charity provides a receipt to the estate. Should the charity do it? The short answer is “no”. If a gift is not….

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Estate Planning
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