Federal Publications logo FEDERAL

Navigation Bar E-mail Us Canadian Maps and Charts Books on Canada Home

Bequest Management for Charitable Organizations

Format Softcover
Catalogue No. 0-433-44161-5
Pages 342
Language English only
Price $105.00

Written by M. Jasmine Sweatman.
Published by Butterworths, 2003.


Written especially for charities and their advisors, Bequest Management for Charitable Organizations is an indispensable legal and practical guide to managing bequests. Each chapter discusses an aspect of estate management, with emphasis on a charitable beneficiary’s responsibilities and risks.

Topics include:
  • Estates Administration: Each step in the administration of an estate – from the funeral to the appointment of an estate trustee to the distribution of estate assets – is described in detail. Duties of an executor are defined, and key documents discussed
  • Legal Fees, Accounting, Compensation, Taxes, Releases and Costs: Legal fees, trustee compensation and income taxes can affect the size of an estate. This book identifies what to look for when reviewing estate accounts to help ensure that the administration is carried out efficiently and cost-effectively
  • Estate Litigation: Examines the grounds for challenging a will, sets out the steps of the litigation process and discusses mediation as an alternative dispute resolution process. Also includes a section on the role of charitable beneficiaries during the litigation management process
The chapters on estate administration, accounting and litigation contain sections relating to Ontario, Alberta and British Columbia. Important differences in estate law are highlighted and how they affect your charity.

Additional features include:
  • A comprehensive case study including a copy of a will, two sets of estate account, detailed commentary and legal documents
  • Appendices: Sample documents are provided including a bring-forward form and an audit checklist
Price and availability subject to change. Shipping and applicable taxes extra.
Questions about this product? Please e-mail us.
This page last modified: January 15, 2008

Operating Charities in Canada main page
What's New · Home · Search · Books on Canada · Canadian Maps and Charts · Ordering · E-mail Us

©Federal Publications Inc., 1998 - 2016
425 University Avenue, Ste. 401, Toronto, Ontario, Canada M5G 1T6
Phone: (416) 860-1611 or toll-free 1-888-433-3782 · E-mail: info@fedpubs.com