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
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FEATURED BLOG POSTS
  • The Difference Between Fiscal Sponsorship and Fiscal Agency (and Why It Matters)

    Fiscal sponsorships are a popular way for new nonprofit organizations or temporary projects to attract tax-deductible donations or secure grants that require 501(c)(3) status. However, the IRS has specific requirements that must be met to qualify as a fiscal sponsorship. That’s why organizations need to understand the difference between fiscal sponsorship and fiscal agency so that

  • What Donors Need to Know About Donor Advised Funds

    A virtual bench trial that began on October 19 may soon further define the contours of control issues surrounding donor-advised funds. The case, Fairbairn et al. v. Fidelity Investments Charitable Gift Fund, centers on a feud between donors Emily and Malcolm Fairbairn and Fidelity Investment's Charitable Branch.

  • The Tainted Donor Dilemma

    The tainted donor dilemma is nothing new; nonprofits have long wrestled with the ethical and reputational implications of receiving questionable characters' gifts.  But with the explosion of real-time mass communication and social media, stories of wrongdoing are quickly amplified and can quickly sink a person--and everything and everyone with whom they are associated.