Charitable Giving and Planning

Selecting the right approach for philanthropic strategies through charitable vehicles.

Our team represents donors who wish to make significant charitable gifts to educational, cultural, and other nonprofit institutions. Some philanthropists give during their lifetime while others include charitable giving in their estate plans. Our lawyers ensure that donations are used as intended and that our clients understand and consider all of the available income tax and estate planning strategies available to them in order to maximize the tax advantages of any charitable giving plan.

We handle:

• Charitable Lead Trusts (CLT)
• Charitable Remainder Trusts (CRT)
• Donor-advised funds
• Pledge agreements
• Gift tax returns
• Complex lifetime giving schemes
• Private foundations
• Retirement account giving