Charitable Planning

We can help you give back to the community in a way that best carries out your charitable vision.

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.