The Philanthropy Support Group provides strategic counseling to donors, including advice as to the legal structures best suited to the donor’s specific objectives. These include:
- Donor-advised funds
- Charitable remainder trusts and lead trusts
- Pooled income funds
- Gift annuities
- Remainder interests
- Supporting organizations
Our lawyers have years of experience using tax minimization techniques such as bargain sales and conservation restrictions. Clients often rely on us for help with charitable gifts of special kinds of assets, including restricted stock, closely-held businesses, intellectual property and technology. Members of the firm’s group have extensive experience as foundation trustees managing the investment portfolios of charitable funds.
The firm’s in-house administrative support for grantmaking can be particularly helpful to individual donors and clients who want to establish a private foundation. Having facilitated the distribution of grants to several hundred organizations, our staff is ideally positioned to work with individual donors and private foundations to identify their interests and giving priorities. We can also provide in depth information on lesser known charities as well as unique programs within well known charities, where a client’s donation may make a profound and measurable difference.
For private foundations, we can assist in drafting a Mission Statement for the new foundation, as well as Statement of Legacy or Grant Application Guidelines. Our staff is experienced in managing all aspects of the grantmaking process, maintaining program and fiscal records and working closely with foundation trustees to assist with grant decisions.