Charitable Planning

Overview People in this Area

FACILITATING THE GIVING PROCESS


We encourage and assist with the tradition of giving to charitable causes and employing tax-advantaged strategies that maximize the value of your gift. We provide guidance to clients to make charitable gifts and practice good stewardship in the most tax-efficient manner.

Our clients rely on our attorneys for assistance with:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Charitable annuities
  • Donor advised funds
  • Private foundations—creation, administration, advice to trustees and directors
  • Qualified conservation easements
  • Strategies for increasing tax benefits for charitable contributions, including tithing, in connection with sale of businesses, real estate and securities