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Charitable Gift Planning

We have an extensive practice in planned giving and charitable planning for individuals. Because of our depth of experience in these fields, we also represent many philanthropic individuals in developing and implementing their charitable plans. Our charitable gift planning services for individuals include the following:

  • Private foundations,
  • Charitable remainder trusts and charitable lead trusts
  • Gift annuities
  • Lifetime gifts and bequests

Our clients are successful business people, private investors, entrepreneurs and families whose wealth is either self-made or accumulated over multiple generations.  We analyze each situation independently, make recommendations that suit our client’s goals, and implement that strategy.

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