Conversation & Coffee - Wednesday, February 18, 2026
How to Effectively Manage Bequests and Honor Your Donor’s Intent
February 18th, 2026, 12:00 pm - 1:00 pm
Zoom Meetings
Register by February 17th, 2026
FREE
TOPIC: How to Effectively Manage Bequests and Honor Your Donor’s Intent
In this session, attendees will learn the importance of active bequest management and the key steps necessary to maintain a successful bequest settlement strategy within your organization. We will cover seven crucial steps that will help attendees navigate the complex world of matured bequests, ensuring that donor intent is honored while safeguarding your organizations interests. During the presentation we will cover: what documents you are entitled to, reviewing worrisome receipts and releases, identifying red flags that put your bequest in jeopardy, how to handle potential litigation, and more. By the end of this session, you’ll have the tools, insights, and confidence to manage bequests with professionalism and integrity, ensuring both compliance and alignment with the wishes of your donors.
PRESENTER:
Lindy Nash serves as a Partner in the Bequest Management practice at Chisholm Chisholm & Kilpatrick. Her practice focuses on representing national charities and non-profit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She supervises a skilled team of attorneys and paralegals who advocate for nonprofit institutions as beneficiaries of matured bequests. Lindy received a BA from Connecticut College in Psychology and Sociology. She then went on to Suffolk Law School where she received a JD.
Lindy currently serves as a member of the Board of Directors for the National Association of Charitable Gift Planners (CGP) and as the Vice President of Programming for the Planned Giving Group of New England (PGGNE). She is also the Immediate Past President of the Board of Trustees at the Providence Animal Rescue League (PARL).
WHAT: Conversation & Coffee
WHEN: Wednesday, February 18, 2026
TIME: 12:00 PM – 1:00 PM ET
LOCATION: Zoom Meeting
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2026 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Jeff Lydenberg of PG Calc and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.