Charitable Bequests Management & Gift Planning

Our Services

Charitable Bequest Management Lawyers with Offices in Oakville & Georgetown

Charities and not-for-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 the ethical standards required 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
  • Defend and administer charitable bequests
  • Deal with other matters involving charitable bequest management and gift planning

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 not-for-profit entities.

Experience You Can Depend On

Our firm’s founding and managing partner, Jasmine Sweatman, has extensive experience in estate planning, estate administration, and charity and not-for-profit law. Jasmine is the author of Bequest Management for Charitable Organizations (2003), published by Butterworths, and she is also a principal of Sweatman Windeyer Consultants. This firm 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 on responding. Sweatman Law is your source for advice and expertise regarding charitable gift planning.

Charitable Gift Planning Lawyers, Serving Oakville & Surrounding Areas

To learn more about how our firm can help your organization comply with the law and its ethical responsibilities, contact Sweatman Law Firm online. We are committed to serving clients in Oakville, Georgetown and surrounding areas.

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