Charitable Planning Legal Services

Strategic Charitable Planning for Purposeful Giving

Philanthropy is more effective with a thoughtful legal structure. Our firm advises individuals, families, and family offices on the formation and governance of charitable entities and trusts that align with their values and tax strategies.

Charitable Planning Services

• Charitable Trusts
  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)
  • Testamentary charitable gifts
• Private Foundations
  • Legal formation and IRS tax-exempt status
  • Board governance and bylaw development
  • Compliance with self-dealing and minimum distribution rules
• Donor Advised Funds (DAFs)
  • Legal guidance on DAF creation and funding
  • Naming successor advisors
  • Structuring strategic contributions
• Integrated Wealth and Giving Plans
  • Philanthropic integration with estate plans
  • Planning for capital gains and charitable deductions
  • Coordination with financial and tax advisors
• Legacy and Planned Giving
  • Testamentary charitable bequests
  • Gifts of appreciated assets
  • Endowments

Why is Planning Charitable Giving Important?

Planning your charitable giving is important, because it allows donors to maximize tax benefits through strategies like charitable remainder trusts, donor-advised funds, and qualified charitable distributions. Unlike unstructured giving, planned giving can reduce income, capital gains, and estate taxes while ensuring compliance with IRS rules. It also enables donors to align philanthropic goals with broader estate and financial plans, increasing both impact and efficiency.