Bequest Assist Pty Ltd

It's been a brief hiatus, but we're almost ready to announce new free Bequest Assist webinars and training dates for 2025. Want to be the first to know? Make sure you are on our email list for webinar announcements here: https://lnkd.in/gjVxstff

Feeling overwhelmed by the sheer volume of documents in estate administration? You're not alone. In our final Where There’s A Will webinar for 2024, Morgan Koegel from Bequest Assist Pty Ltd will guide charity Gifts in Wills team members through the essentials: ✔️ Key documents to collect ✔️ Critical details to look for in Wills, asset lists, and final statements ✔️ Handling challenges with executors or solicitors Plus, Morgan will share real-life examples to make the process clearer and more actionable. Don’t miss this opportunity to simplify estate administration. Link: https://lnkd.in/gcDBscCn (Tickets are available for non-members.) #GiftsInWills #EstateAdministration #NonprofitTraining

Where better to advocate for probate reform and estate management revision than in Canberra? The 2024 Legacy Lunch: Inspiring and Securing Charitable Gifts in Wills delivered these powerful messages to a full house at the National Portrait Gallery.   We explored the growing issue of unfulfilled charitable bequests, with staggering research showing that 1 in every 100 charitable gifts in a will never reaches the intended cause (and that's only from the bequests we are told about.)   Andrew Atkinson shared his profound experience as a UN Peacekeeper and the personal reason behind his decision to leave a bequest, while estate lawyer Rohani Bixler discussed some of the legal challenges hindering the realisation of gifts in wills. These obstacles, which can be resolved, could unlock tens of millions of lost dollars for important causes.   The event was opened with a Welcome to Country by local leader Selina Walker. FIA CEO Katherine Raskob MIM, GAICD set the tone for the day highlighting the vital contribution of bequest fundraisers. We also heard from Morgan Koegel, who presented key findings and recommendations from Bequest Assist Pty Ltd’s nationwide research into missing gifts, and Philanthropy Australia CEO Maree Sidey, who emphasised the power of charitable bequests in her closing remarks.   Special thanks to Include a Charity’s Helen Beeby for emceeing the event, as well as Rhiannon Mooney and Philanthropy Australia’s Rebecca Moriarty for their invaluable contributions. The full report will be published in November. #probatereform #legacy #charitablegifts #politicians Fundraising Institute Australia Philanthropy Australia Children's Medical Research Institute Australian Cancer Research Foundation Guide Dogs NSW/ACT

In this article, IAC Taskforce members and estate planning and administration experts Morgan Koegel and Rohani Bixler delve into the critical issue of 'missing gifts' in the charitable sector and the need for probate and legal reform. Learn about the findings from Bequest Assist Pty Ltd's national research into Bequests Promised v Bequests Realised and how charities can ensure donors’ legacies are honoured and charities receive those vital funds. There's still time to join us for the Legacy Lunch at the National Portrait Gallery, Canberra on Thursday, 10 October — register via this link: https://lnkd.in/g5sA4_HP NB: Registrations close at 12 PM tomorrow. Article: https://lnkd.in/gjA7JaR6 #GiftsInWills #Charity #Bequests #LegacyLunch #Philanthropy #MissingGifts #Nonprofit #Fundraising #VulnerableBeneficiaries #CharitableGiving Philanthropy Australia Fundraising Institute Australia

Thanks to Include a Charity AUS, Morgan Koegel will be presenting on one of our favourite estate administration topics: Capital Gains Tax (CGT)! Come along on the 9th October to learn more about why this is a key issue for all charities that receive Gifts in Wills to understand and take action on. Hope to see you there!

Include a Charity AUS and Philanthropy Australia are seeking expressions of interest for a ‘Legacy Lunch’ on 10 October 2024 in Canberra. This event will focus on charitable bequests in Australia, aiming to inspire more such gifts and ensure their fulfilment. Bequest Assist will be revealing results from their latest research into why some bequests are promised but never delivered. The hosts hope to explore themes such as sharing inspiring stories of charitable gifts, advocating for necessary policy reforms, advancing education on the topic, and engaging Ministers of Parliament. If you know anyone from your organisation who is based in Canberra and would like to attend, please share these details with them. Additionally, if you know of any confirmed bequestors who would be interested in speaking, please email includeacharity@fia.org.au

We're very excited to be joining the extremely knowledgable Ross Anderson, FFIA at the F&P Big4 conference in October! Our Managing Director Morgan Koegel will be speaking about the characteristics of bequests worth more than $500,000 to a charity. Hope to see you there!

We’re very excited to announce that Bequest Assist is now supporting Oxfam Australia with estate administration! It is an absolute honour to be helping such an important organisation get more from their Gifts in Wills program so they can continue their work eliminating poverty by tackling inequality. You can see a complete list of our charity clients on the homepage of our website here: https://lnkd.in/gEGE-MF8

One of our wonderful clients Peter MacCallum Cancer Foundation Limited is currently looking for two Gifts in Wills superstars to join their teams. Do you know anyone who might be the right fit?

It's time for the next webinar in our "Where There's A Will" series with Include a Charity AUS: 10 steps to being a proactive estate administrator. We'll be looking at 10 ways to take the initiative in your estate administration so you're ahead of the curve. This will cover methods to save you time, improve relationships with solicitors/executors and ensure your charity receives maximum Gifts In Wills income. Hope to see you there!