- 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
- 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