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
PA_Grantmaking_image_01_desktop_2x
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

  • 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. … What is an Endowment? Read More »

  • 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.

  • Get Ready for Giving Tuesday

    What is Giving Tuesday? Giving Tuesday is celebrated the week after Thanksgiving and has become a time for Americans to share their good fortune by making charitable gifts. 92nd Street Y started the movement in New York in collaboration with the United Nations Foundation. The goal was to create a day to encourage people to … Get Ready for Giving Tuesday Read More »