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Practice Area

Charitable Organizations & Giving

Comprehensive counsel for charitable trusts, foundations, and philanthropic planning, tailored to align your values with tax-efficient outcomes.

Share and Download Charitable Organizations & Giving

Friday, Eldredge & Clark provides sophisticated legal counsel to individuals, families, foundations, and nonprofit organizations seeking to maximize the impact of their charitable giving. We help clients structure tax-efficient giving strategies through charitable trusts, private and family foundations, and other philanthropic vehicles that align with their values and long-term legacy goals. Our attorneys advise on income, estate, and gift tax planning, bequest management, compliance with tax regulations, and governance of charitable entities. With deep experience in philanthropy and wealth preservation, we deliver customized solutions that support both charitable missions and family financial objectives.

 

Areas of Focus

Tax Planning

Our sophisticated, multi-generational planning focuses on reducing tax liabilities as much as the tax law allows, consistent with the client’s objectives. We work with clients to resolve all tax issues involving trusts and foundations that combine effective family legacy, charitable giving, and tax management strategies.

Trust and Foundation Planning

Our lawyers create specialized trusts and private foundations that address wealth management needs. In addition to family trusts, these include charitable lead trusts and charitable remainder trusts that provide both family benefits and tax-deductible gifts to charitable organizations. We work with clients to resolve all tax issues involving trusts and foundations that combine effective family legacy, charitable giving, and tax management strategies.

Bequest Management

Our lawyers fully understand the laws concerning investment, use, and spending of endowment, charitable trusts, support foundations, and other restricted funds, and we use this knowledge to help our clients remain in full compliance with bequest terms and with the Tax Code.

Summary
  • Tax-Efficient Giving Strategies: We help clients maximize charitable impact while minimizing income, estate, and gift tax liabilities.
  • Customized Philanthropic Planning: Tailored structures including charitable trusts, family foundations, and donor-advised vehicles aligned with individual goals and values.
  • Legacy Preservation: Strategies designed to support long-term family objectives while fulfilling charitable missions.
  • Compliance & Governance Support: Guidance on regulatory requirements, foundation management, and ongoing compliance with state and federal law.
  • Experience You Can Trust: Led by nationally recognized attorneys with deep expertise in trusts, estates, and nonprofit law.
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