Charitable Planning and Administration

Painting of people on horses with a pack of beagles probably fox hunting. This is meant to illustrate the firm's history with notable donors in the region who have given generously over the generations.We help our individual clients achieve their charitable objections in the most tax and administratively efficient manner, and also assist officers, directors and trustees of charitable entities with legal and tax compliance issues. Our charitable tools and services include the following:

  • Private Foundations
  • Application for Exempt Status
  • Annual Form 990-PF
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Life Estates
  • Endowment Agreements
  • Charitable Bequests
  • Outright Gifts
  • IRA Charitable Rollovers