- 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
- Risks Inherent in“Trust Based” Philanthropy
The past several years have witnessed an inspiring shift in philanthropy: fueled by leaders like MacKenzie Scott, more funders are embracing trust-based philanthropy. The idea is powerfully simple: deliver funding with fewer strings attached, reduce burdensome reporting, and let grantees do what they do best. But even as this approach empowers frontline organizations, the legal
- Charitable Giving Just Changed—Here’s How to Navigate Year-End (Individuals)
On July 4, 2025, Congress passed the awkwardly named “One Big, Beautiful Bill Act.” For donors, the changes are straightforward: non-itemizers get a meaningful above-the-line deduction, itemizers face a small floor before charitable deductions begin, and the 60% of AGI limit for cash gifts to public charities is now permanent. That mix creates planning opportunities—and
- 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
