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
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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

CONTACT US

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

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FEATURED BLOG POSTS

  • 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.

  • Tax-Free IRA Distributions: IRS Raises QCD Limit for 2024

    Tax-free IRA distributions are a tax-advantaged way to donate to charity. The IRS has raised the Qualified Charitable Distribution (QCD) limit, allowing IRA owners aged 70½ and older to donate tax-free IRA distributions of up to $105,000 in 2024 to charity —up from $100,000 in previous years. This increase in the QCD limit presents a