Bequest Management for Charities

Our Services

Expert Bequest Management for Charity Lawyers Serving Halton Region

Charity law in Canada is an increasingly complicated area. At Sweatman Law Firm, we are pleased to help charities with their legal issues.

Planned Giving in Oakville, Milton, and Georgetown

Our law firm helps charities with issues relating to appropriate objects, trust agreements, planned giving and fundraising, managing volunteers, bequest and legacy provisions, setting up donor-advised funds and assisting with arranging operating members’ and directors’ meetings. We can educate and train your board and staff to help them understand the complexities of fundraising and planned giving regimes.

Oakville Lawyers Specializing in Charity Law Work

The Oakville lawyers at our law firm provide advice, services, and representation to charities regarding specific legal issues and a general counsel basis. As a law firm specializing in serving charities, we have the vision and experience that charities need to deal effectively with the challenges before them.

  • Assisting with Management of Bequests
  • Defending Charitable Bequests
  • Educational Programs for Boards, Staff and Volunteers on Estate Administration and Bequest Management 
  • Assisting in Developing Interior Management Systems
  • Charitable Giving by Attorney for Property

Jasmine Sweatman is also a principal of Sweatman Windeyer Consultants, a firm that provides training and consulting services for Canadian charities and not-for-profit organizations.

Proactive Advice and Services to Help You Fulfill Your Mission

The charitable sector has become highly competitive. Donors, regulators, the media and other parties have set increasingly high standards for charities and their operations. We assist charities of all sizes with informal legal audits to identify potential legal and governance concerns for a charity and its board of directors.

We understand that legal issues are only one of many matters a charity has to deal with, and we work with charities to prioritize action items and deal with concerns in a way that provides the least disruption to the charity’s operations and its mission. In this way, a charity can proactively resolve issues so that donor, regulator and media attention will remain focused on the good work of the charity.

Offering Custom, Strategic Legal Solutions

When you come to Sweatman Law to discuss your legal issue, you will speak with a lawyer who understands the issues you are dealing with and who knows the applicable law and legal concepts. We listen closely as you discuss your legal matter. Then our estate law lawyers will then craft a solution that helps you achieve your goals as quickly and efficiently as possible. You will have confidence, knowing that an experienced team of professionals is working hard for you.

Contact Our Lawyers Serving Oakville, Milton, Georgetown and Surrounding Areas

For a consultation with Sweatman Law Firm in Oakville, Milton or Georgetown, contact Sweatman Law Firm online. We are committed to representing clients in Halton Region and throughout the Greater Toronto Area.

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