Charities and non-profit entities have significant legal responsibilities regarding the handling of the charitable gifts and bequests they receive, as well as in the disbursement of funds in furtherance of their missions.
At Sweatman Law Firm, we assist not-for-profit organizations in complying with the law and maintaining high ethical standards in the handling of charitable bequests and gifts. We can:
- Provide general advice, training and consulting services
- Provide routine and ongoing auditing and review of powers of attorney files
- Advise your organization regarding specific legal or ethical problems with major gifts and planned giving
- Defence and administration of charitable bequests
- Other matters involving charitable bequest management and gift planning
Our firm offers two programs that can help your organization administer the bequests and gifts it receives:
In addition to advice and services regarding charitable gift management, our firm assists charities and not-for-profit organizations with a full range of legal services regarding the formation, organization and operation of non-profit entities.
Experience You Can Depend On
The founding and managing partner of our firm, M. Jasmine Sweatman, and associate lawyer Sophia Dunkley have extensive experience in estate planning, estate administration and charity and not-for-profit law. Jasmine Sweatman is the author of Bequest Management for Charitable Organizations (2003), published by Butterworths, and she is also a principal of Sweatman Windeyer Consultants, a firm that provides training and consulting services for Canadian charities and not-for-profit organizations.
An ethical or legal issue related to a charitable gift can result in a significant public relations challenge that could have a long-lasting effect on your organization's fund-raising operations. We can help you identify potential problems in a bequest or gift, and advise you how to respond. Sweatman Law is your source for advice and expertise regarding charitable gift planning.
Charitable Gift Planning Lawyers • Serving Oakville and Surrounding Areas
To learn more about how our firm can help your organization comply with the law and its ethical responsibilities, contact Sweatman Law in Oakville, Ontario.
