Charitable Planning

Our experienced group can assist clients in reviewing charitable giving techniques among organizations they contribute to or feel strongly about and can help them identify the income and estate tax ramifications and benefits of such charitable giving. For example, we may find that participating in a charity’s pooled income fund or creating a private foundation would meet a client’s objectives. Alternatively, we can help a client explore many other options, such as:

  • Charitable Remainder Trusts (CRUTs and CRATs)
  • Charitable lead trusts
  • Conservation easements
  • Preservation easements
  • Gift annuities
  • Pooled income funds
  • Private foundations