Charitable Planning

charitable Many of our clients are charitably minded. They seek our advice about alternative strategies for their philanthropic giving and the tax consequences associated it. We work with clients to establish donor-advised funds, private charitable foundations and public charities. We create charitable corporations and trusts, work with founders and managers of charitable entities to draft or revise bylaws, operating guidelines, certain requisite policies and to secure IRS recognition of tax-exempt status of new entities. In addition, we provide ongoing advice regarding legal and tax issues that arise in the management of charitable entities. We are also counsel to a number of charitable organizations in connection with their planned giving programs.