Charitable Giving and Planning

Our extensive charitable planning practice assists clients with the creation and administration of private foundations, including the creation of appropriate policies and procedures to ensure compliance with applicable IRS and attorney general rules and regulations. We advise private foundation clients with respect to complex grants, including grants to individuals, foreign organizations and other private foundations, as well as program-related investments. We also represent individual donors of major charitable gifts to educational, cultural and other charitable institutions, ensuring that gifts are used as intended and that our clients realize the maximum income tax advantages. In addition, we advise our clients on the creation of split-interest trusts, such as charitable lead trusts and charitable remainder trusts, that can have substantial tax benefits.