Lindy Nash
Preferred First Name
Lindy
Last Name
Nash
Email Address
lnash@cck-law.com
Headshot
Employer
Chisholm Chisholm & Kilpatrick
Job Title
Partner
Biography
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).
City
Providence
State:
RI
Position
CGP Board
Other Position
If you are not a current CGP Board member, please include information about your fee.
Presentation Information
Presentation One
Presentation 1: Topic Areas
Administration
Other - Write In
Title of Presentation 1
How to Effectively Manage Bequests and Honor Your Donor’s Intent
Description of Presentation 1
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 the organizations interests. During the presentation we will cover: what documents you are entitled to receive, 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.
Presentation Two
Other - Write In
Title of Presentation 2
Top 10 Bequest Administration Roadblocks and How to Get Around Them
Description of Presentation 2
When a bequest has matured, sometimes, collecting the gift is as easy as 1, 2, 3. But, more often than not, a problem arises that prevents your organization from collecting the gift or receiving any information at all. This presentation will explore ten of the most common bequest administration headaches and provide suggestions on how to handle them. We will cover slow moving estate administrations, the unresponsive fiduciary, unwanted non-cash assets, beneficiary designations, excessive attorney fees, vague gift instruments and more!
Presentation Three
Other - Write In
Title of Presentation 3
Facing Claims of Undue Influence in Bequest Litigation
Description of Presentation 3
This presentation will offer practical guidelines for charities on the risks, benefits and strategies of bequest litigation. Sometimes, charities initiate these cases. But more often, they are forced to participate in them. Attendees will come away with an enhanced understanding of the difference between “bequest cultivation” and “undue influence” and the specific behaviors that put the charity at risk of being an “undue influencer.” We’ll also consider the pros and cons of entering into litigation: deciding whether to take the plunge.
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