Charitable Planning

charitable-planningCharitable Planning

Many individuals choose to commemorate a life well-lived by giving back to causes that touch their hearts or inspire others. Clients turn to us to help them realize their charitable goodwill and create a lasting legacy that may also offer tax advantages. Long involved with the communities where we live and work we combine a deep-seated interest in giving back with five generations of legal experience in charitable gifting strategies to meet a multitude of needs.

Business Philanthropy

We work with family-owned businesses, many going back for several generations, to establish and maintain structures that support corporate philanthropy ranging from bespoke family foundations to programs that redefine the purpose and value of corporate giving.

Nonprofit Insiders

Our experience with nonprofit and tax-exempt corporate law gives us unique insights on the structure of charitable foundations, charitable trusts, and public charities. We assess, advise, and oversee your charitable giving to make sure your head follows your heart, and that your generosity has a maximum impact.

Financial Considerations

We help our clients to establish personal gift strategies tailored to their interests, play a leadership role in social problem-solving by funding long-term initiatives, or remain in the background through anonymous funding vehicles. We leverage our knowledge of charitable giving structures to take into account legal and financial implications and tax considerations and make your charitable planning count.