- Developing gift acceptance and grant-making policies
- Advising charities on gift administration issues related to endowments and restricted gifts
- Drafting pledge agreements between donors and charities
- Drafting and negotiating gift agreements that convey naming rights
- Working with donors to design major gifts that achieve their goals and protect the donor’s intent with respect to the gift
- Helping charities, fiduciaries, and accountants resolve issues that arise during the administration of charitable gifts
- Unwinding problematic gifts

- Developing gift acceptance and grant-making policies
- Advising charities on gift administration issues related to endowments and restricted gifts
- Drafting pledge agreements between donors and charities
- Drafting and negotiating gift agreements that convey naming rights
- Working with donors to design major gifts that achieve their goals and protect the donor’s intent with respect to the gift
- Helping charities, fiduciaries, and accountants resolve issues that arise during the administration of charitable gifts
- Unwinding problematic gifts
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FEATURED BLOG POSTS
- What Donors Can (and Can’t) Ask For
Nonprofits often question how much control can a donor retain over their gift? The answer depends on who the donor is. Individual donors and private foundations play by different rules. Permissible and impermissible donor gift restrictions are as follows: Individual Donors – No Strings Attached When an individual makes a charitable gift, the IRS requires that it
- Sunsetting Foundation vs. Perpetual Foundation
In the realm of philanthropy, a pivotal decision for founders is determining the lifespan of their foundation: should it operate indefinitely or conclude after a set period? This choice profoundly influences the foundation’s impact and legacy. Sunsetting Foundation Adavantages Opting for sunsetting foundations entails setting a predetermined endpoint for its operations. This approach offers several
- Donor-Advised Funds: Pros and Cons
What philanthropists need to know about DAFs, including potential legislative changes that could impact them.