PRACTICE AREAS

Grantmaking and Gift Planning

We represent charities and donors in specific gift transactions such as endowment, naming rights, capital and other forms of restricted gifts.

Our services for donors and grant-makers include:

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

We represent charities and donors in specific gift transactions such as endowment, naming rights, capital and other forms of restricted gifts.

Our services for donors and grant-makers include:

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

Would you like to learn more about our services? Reach out to us by completing the form.

Charitable Remainder Trusts 101
What is a Charitable Remainder Trust? The Charitable Remainder Trust (“CRT”) is a trust set up to generate revenue for a beneficiary while also ensuring a charitable donation in the future. CRTs are formed to distribute income to a beneficiary or beneficiaries for a specified period of time, and once that time elapses, the remainder
What is an Endowment?
Black’s Law Dictionary, 9th ed., defines an endowment as: A gift of money or property to an institution (such as a university) for a specific purpose, especially one in which the principal is kept intact and only the interest income from that principal is used. This is the popular definition familiar to most nonprofit executives.
Disaster Relief for Employees in Times of Need
Some businesses want to be able to help their employees in times of need. When properly structured, such assistance can qualify as a tax-free gift to the employee.