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Lindsey Yates-Grimley

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Areas of Practice

  • Bequest Management

Lindsey Yates-Grimley

Lindsey Yates-Grimley joined CCK in June of 2020 as Director of Bequest Management. Lindsey has considerable professional and technical expertise in gift planning and a background in finance.

As Director of Bequest Management, Lindsey ensures active attention to every donor’s intentions, thus maximizing and accelerating the realization of bequests for our non-profit clients. Lindsey oversees CCK’s Bequest Management team, which is composed of skilled legal and administrative professionals, working together to collect, organize, analyze gift documents, and facilitate bequest management solutions for non-profits and charities nationwide.

Lindsey’s professional background in gift planning is a powerful resource. After graduating from Louisiana State University (LSU) in 1992, Lindsey worked as a staff accountant at RiverLand Credit Union in her hometown of New Orleans until relocating to Rhode Island in 1995.

She most recently served as the Executive Director of Planned Giving at the LSU Foundation where she provided strategic leadership to a program that is integral to Louisiana State University’s current $1.5 billion campaign.

Prior to joining the LSU Foundation, Lindsey was the Executive Director of Gift Planning at the University of Rhode Island Foundation and the Associate Director of Planned Giving at Brown University. She has twenty years of financial experience including having served as Textron Inc.’s Ethics and Compliance Auditor. Lindsey is a member of the American Council on Gift Annuities, the National Association of Charitable Gift Planners, and is a board member of the Rhode Island Chapter of Partnership for Philanthropic Planning.

In her free time, Lindsey enjoys reading, golfing with her husband, and spending time with family and friends.

Professional Associations and Memberships

  • Board Member, Partnership for Philanthropic Planning, RI (2016 - Present)
  • Member, National Association of Charitable Gift Planners (2015 – Present)
  • Member, American Council on Gift Annuities (2015 -Present)