Do you want to maximise your gifts in wills revenue?

Bequest Assist can help your charity with all your estate administration needs

  • Expedite gifts in wills payments

  • Save time spent on estate paperwork

  • Get access to legal, tax and estate experts

  • Easily track the progress of every open estate

About Bequest Assist

Bequest Assist was founded in 2019 by Maureen Koegel with the aim of improving bequest administration for Australian charities. The goal was simple: to make the charity estate administration process more efficient and make the outcome more rewarding for the charity.

After working on bequests in the not-for-profit sector for several years, Maureen realised that to maximise Gifts in Wills revenue, proactive management and expertise was needed in estate administration.

Bequest Assist takes all the hassle out of managing your estates when a bequest is realised. We free up days of your time so you can focus on your core job – helping supporters discover the joy of leaving a legacy and making an ongoing difference after their lifetime.

Bequest Assist Outsourcing

Bequest Assist are experts in estate administration, allowing generous gifts for charities to be fully realised. By outsourcing to us, charities free up their time and allow us to worry about communications with solicitors, procuring key documentation and handling legal and financial complications such as share transfers and contests.

Even if you are only receiving one bequest a month, chances are you’re spending too much time dealing with estate administration and missing out on Gifts in Wills income. Contact the Bequest Assist team to discuss how outsourcing your estate administration can revolutionise your Gifts in Wills program – and ensure your bequestors’ final wishes are fulfilled.

SAVE TIME AND LEGAL COSTS FOR YOUR CHARITY

"When you are a smaller charity, you don’t have the staff to do bequests well, let alone the estate management. Having someone who can take that on for you, is a massive time and cost savings. We’re also able to gain the bequest income quicker and make sure we are not overrun by legal fees. Just do it, it will be the best financial decision you make for your legacy program."

Joanne Meredith – World Animal Protection

VALUABLE DATA & YOUR SUPPORTERS’ WISHES FULFILLED

"Maureen and her team are fully dedicated to obtaining the best results for us. They ensure solicitors and executors minimise costs and deliver what the supporters wanted for the charity. Their system records detailed information, which is very valuable for learning about what kind of supporter leaves a gift in their will to our organisation and thus where our opportunities are."

Laura Henschke, Multiple Sclerosis Ltd

Some of our current clients

Case Studies

Christine Robinson - World Wide Fund For Nature

ESTATES PROACTIVELY MANAGED

Bequest Assist has completely taken estate management off my plate. Their system is really helpful in actively moving your open estates. It’s designed to ensure things don’t fall through the cracks.

For example, we had an estate that was open for 20 years... the estate had more than $200,000 just sitting in the public trustee for decades. When Maureen came on board, one glance at the data showed her how long this estate had been open. She took action so we received the funds within 9 months. So that’s $200,000 that we still wouldn’t have today if not for Bequest Assist.

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Ross Anderson - The Lost Dogs’ Home

HIGH RETURN ON INVESTMENT

When I first arrived at The Lost Dogs’ Home, I was spending up to three days a week on estate management. There was so much more that I knew I needed to be doing. If Bequest Assist hadn’t taken over all of that estate work, my time would have been taken-up by solicitors and executors rather than connecting with our supporters and building our Gifts in Wills Program. Instead, I’ve been able to spend time stewarding our supporters and identifying hundreds of new Gifts in Wills leads.

That radical shift in my work focus has unlocked millions more dollars of income that the charity will receive in the years ahead.

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Alexis Escavy - Greenpeace

FREEING UP BEQUEST MANAGER TIME

Before Greenpeace started working with Bequest Assist, I was spending far too much of my time on estate administration. I am a fundraiser my specialty is working with people and inspiring our supporters, not dealing with solicitors and lawyers.

Complex matters involving estate taxation, including Present Entitlements and Gifting In Specie can be difficult to understand for the lay person and it was stressful making sure our legal entitlements were being properly considered.

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Great organisations we work with

Get in Touch

Bequest Assist takes all the hassle out of managing your estates when a bequest is realised.

We free up days of your time so you can focus on your core job — helping supporters discover the joy of leaving a legacy and making an ongoing difference after their lifetime.

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