When it comes to charitable giving, Saul Ewing's Trusts & Estates attorneys represent both the donors and the institutions and agencies who are the recipients of significant donor gifts.
Our Charitable Giving practice focuses on the creation and continuing representation of both public and private charitable organizations. We also work with families in establishing and operating private foundations. In all instances, we respect and appreciate that our clients desire privacy when dealing with both giving and receiving significant philanthropic assets.
We work closely with clients to determine the most advantageous timing of a gift. We also present information, including tax advantages, to help clients choose which form a gift should take to help maximize the benefits to both the donor and the recipient. Donations might take a variety of forms, such as:
- Charitable foundations
- Charitable remainder trusts
- Gifts of art or other tangible objects
- Charitable lead trusts
- Gifts of stock and other securities
- Conservation easements
- Private foundations
- Donor-advised funds
Our donor and prospect advisory services include individual donor consultations and proposals; consultation with donor advisors; tax deduction reports and proposals; and drafting planned gift instruments, including gift annuities, gift and pledge agreements, charitable remainder trusts, charitable lead trusts, and lifetime agreements.
We represent many public and private charitable organizations and have experience with tax laws impacting nonprofit entities. Some of our clients that our Charitable Giving practice serves include:
- Social services agencies
- Museums and cultural institutions
- Environmental Groups
- Arts organizations
- Philanthropic foundations