For Charities




Don’t Leave Assets Behind in Estate Administration

Written by:
Morgan Koegel, Managing Director, Bequest Assist
Jon Moses, Managing Director of JM Investments

Help! I’m new to charity estate administration – where do I start?

Written by:
Morgan Koegel, Managing Director, Bequest Assist


Closing the Loop on Your Gifts in Wills Pipeline

Written by:
Morgan Koegel, Managing Director, Bequest Assist

Should a charity agree to act as executor of a supporter’s will?

Written by:
Morgan Koegel, Managing Director, Bequest Assist