A thoughtful approach to charitable planning can multiply the community impact of a donor’s gift.
Our trusts and estates attorneys represent generous donors and charitable organizations in their charitable planning. We advise private foundations, private operating foundations, medical research organizations, supporting organizations, and public charities, including endowments, educational institutions, churches, community foundations, and other organizations, through all stages of formation, funding, governance, expenditure responsibility, tax compliance, crisis management, and dissolution. Our clients’ missions range from the arts, the environment, health, and human services to education, religion, military support, and more specific causes.
Our representation of donors includes business owners engaged in pre-transaction charitable planning strategies to leverage and maximize the impact of their charitable gifts, and we assist donors in structuring, negotiating, and documenting major gift agreements, recognition rights, and press release statements that reflect the value and legacy of the family’s philanthropic commitments to our community.
We are extraordinarily proud of the positive impact our clients make in our community, our region, and our nation, and we serve to magnify that impact through thoughtful planning and experienced counsel.
If you have any questions regarding Charitable Planning and Exempt Organizations, contact us here.