Charitable Planning
Charitable gifts are one of the best ways for individuals or families to do well while doing good for others. Moreover, charitable gifts can be an effective means of reducing income, charitable, or estate taxes. We provide comprehensive guidance on the most effective means to make charitable donations. We work to ensure that your gift is set up to perform optimally from a philanthropic and tax-planning perspective.
Charitable Planning
- Tax-advantaged gifts to charities
- Family foundations
- Charitable remainder and charitable lead trusts
- Donor advised funds
- Scholarship funds
Charitable Organizations
- Forming nonprofit organizations
- Establishing and maintaining the federal and state tax-exempt status of nonprofit organizations
- Advising on non-profit governance issues
Please contact us for more information. We’re here to help.