 Welcome
to BequestConsulting.com
Jasmine Sweatman and David
Windeyer have established a consultancy firm
to assist charitable organizations in the
management of their estate gifts.
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“We saw the
need for a service that would
assist charities who, through
their success with their gift
planning programs, are now
receiving estate bequests. Many
charities require assistance in
monitoring the complexities of a
modern estate administration to
maximize the benefits to them or
to evaluate their current
programs. With all of the
financial challenges in the
markets these days, we knew it
would be a critical service to
assist the charitable sector.” |
We provide a full range of
services including:
-
Auditing a
charity’s current bequest files (estate)
or existing system
-
Establishing and
implementing a gift management system
based on the charity’s needs and size of
their bequest portfolio
-
Training and
educational sessions to staff,
volunteers and board members
-
Legal assist
program and Account Review Program
™ to
provide advice as required
In order to establish a
charity's need, Jasmine and David will
undertake an initial assessment of your
current system and make recommendations to
improve the benefit to your organization.
SWC has all the resources to deliver a full
range of services that a charity may require
for their bequest management.
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