BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CiviCRM//NONSGML CiviEvent iCal//EN X-WR-TIMEZONE:America/New_York METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T010000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:CiviCRM_EventID_1684_8956e17444ee51ed2535655e1f22898a@www.cagp-acpdp.org/en SUMMARY:Bequest Administration Essentials 2026 X-ALT-DESC;FMTTYPE=text/html:

CAGP Members: Please be sure to sign in before continuing to register. 

\n \n
\n

Bequest Administ ration Essentials - A Deep Dive for Charity Profes sionals

\n \n

Gifts from Estates ar e an increasingly important source of revenue for charities – and also subject to far more stringent legal and financial oversight than gifts from a l iving individual. Is your charity receiving gifts from Estates?  From acceptance & acknowledgment to account review\, releases and receipting\, this c ourse will cover how to manage your program and st ay on the right side of the law & tax rules. We’ll also delve into how to handle delicate conversati ons with executors\, lawyers\, family\, loved ones \, and the important role of recognition for these special gifts\, as well as explore future trends and emerging issues like the growing source of beq uests from donor advised foundations.

\n \n

Who is this course suitable for?

\n \n \n \n
\n

Dates

\n \n

Four s essions over five weeks\; each session is 2.5 hour s

\n \n

Dates: Thur sdays: October 15\, 22\, November 5 & 12\, 2026

\n \n

(Note: There is no session on O ctober 29\, but there will be group work.)

\n \ n

Times according to time zone: 

\n \n

Pacific Daylight Time: 10:00 a.m. – 12:30 p.m.
\n Mountain Daylight Time: 11:00 a.m. – 1:30 p.m.
\n Central Standard Time: 11 :00 a.m. - 1:30 p.m.
\n Central Daylight Time : 12:00 p.m. – 2:30 p.m.
\n Eastern Daylight Time: 1:00 p.m. - 3:30 p.m. 
\n Atlantic Dayl ight Time: 2:00 p.m. – 4:30 p.m.

\n \n

Please click he re for more information. 

DESCRIPTION:CAGP Members: Please be sure to sign in (/en/user)  before continuing to register. \n \n \n \n \n Beq uest Administration Essentials - A Deep Dive for C harity Professionals\n \n \n \n Gifts from Estates are an increasingly important source of revenue f or charities – and also subject to far more string ent legal and financial oversight than gifts from a living individual. Is your charity receiving gif ts from Estates?  From acceptance & acknowledgment to account review\, releases and receipting\, thi s course will cover how to manage your program and stay on the right side of the law & tax rules. We ’ll also delve into how to handle delicate convers ations with executors\, lawyers\, family\, loved o nes\, and the important role of recognition for th ese special gifts\, as well as explore future tren ds and emerging issues like the growing source of bequests from donor advised foundations.\n \n \n \ n Who is this course suitable for?\n \n \n \n Cha rity staff\n \n Bequest administrators \n Fin ance staff \n Executive Directors of small chari ties\n Fundraisers whose job description include s estate admin\n Gift processing staff\n \n \n Advisors who work on estates which include chari table gifts:\n \n Lawyers\n Law clerks\n Tr ust Officers\n \n \n \n \n \n Dates\n \n \n \n F our sessions over five weeks\; each session is 2.5 hours\n \n \n \n Dates: Thursdays: October 15\, 2 2\, November 5 & 12\, 2026\n \n \n \n (Note: There is no session on October 29\, but there will be g roup work.)\n \n \n \n Times according to time zon e: \n \n \n \n Pacific Daylight Time: 10:00 a.m. – 12:30 p.m.\n \n Mountain Daylight Time: 11:00 a.m . – 1:30 p.m.\n \n Central Standard Time: 11:00 a. m. - 1:30 p.m.\n \n Central Daylight Time: 12:00 p .m. – 2:30 p.m.\n \n Eastern Daylight Time: 1:00 p .m. - 3:30 p.m. \n \n Atlantic Daylight Time: 2:00 p.m. – 4:30 p.m.\n \n \n \n Please click here for more information. (https://www.cagp-acpdp.org/en/ bequest-administration-essentials) \n \n CATEGORIES:Courses CALSCALE:GREGORIAN DTSTAMP;TZID=America/New_York:20261015T130000 DTSTART;TZID=America/New_York:20261015T130000 DTEND;TZID=America/New_York:20261112T153000 LOCATION:Online - National\n Canada\n URL:https://www.cagp-acpdp.org/en/civicrm/event/info?reset=1&id=1684 END:VEVENT END:VCALENDAR