We work with our clients to provide tax-efficient strategies to achieve both lifetime and post-death charitable gifting goals. Oftentimes this involves including children and grandchildren as a way to foster values centered on charitable giving. Accordingly, we advise clients on the formation and administration of the following structures:
- Private Foundations
- Charitable Remainder or Lead Trusts
- Donor Advised Funds
- Mission Statements
For more information, or for specific questions, please feel free to contact us at firstname.lastname@example.org.