Charitable Gift Planning

Charitable Gift Planning creates the opportunity to leave a legacy and to make an impact within your family, business and community. At its core, Charitable Gift Planning is the purposeful intersection of your faith and values and your unique resources with the strategic opportunity to support the charitable organization(s) of your choosing in the most tax advantaged manner.

Legacy Law Attorneys combine values-driven guidance with technical expertise to support both simple and complex charitable gift planning to meet your individual, family or business planning goals and desires.

Charitable Gift Planning can take a number of forms, such as:

  • Charitable Trusts – including Charitable Remainder Trusts and Charitable Lead Trusts;
  • Private Family Foundations and Donor Advised Funds;
  • Planning with your family-owned business, real estate and other non-liquid assets; and
  • Leveraging of qualified retirement accounts to accomplish charitable giving goals

But beyond the technical framework of charitable giving, at Legacy Law we listen to your heart, hear your goals, ask thoughtful questions, and develop a plan with you and your team of professional advisors that accomplishes far more than your tax goals. We partner with you to develop a charitable giving plan that lives on beyond your lifetime.

Successful transitions begin with crucial conversations –

At Legacy Law, we are Partners for Your Future

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