Donors and Philanthropic Tools

When we work with Donors, we emphasize philanthropic planning – managing and disbursing funds, achieving donor objectives and maximizing benefits for both the Donor and the Not-For-Profit. 

Most of our work with donors is transaction related: Identifying and validating the exempt status of organizations that meet donor requirements; Evaluating the organization's operations and sustainability; Helping the donor decide what to give (Cash, Appreciated Assets, In-Kind), and when to give it; determining the most tax efficient way to donate; substantiating, reporting and defending the tax outcome; and monitoring the organization's use of the funds (if necessary).

For some donors, sustainable philanthropy is paramount. For these donors, we often suggest and implement donor advised funds, private foundations, dispository trusts, and/or estate/trust bequests. Each of these devices requires ongoing care and maintenance that we are also happy to provide.

Then there are the "exotics:" - deferred giving arrangements (grantor retained interests - GRITs, GRATs, and GRUTs), intangibles, conservation easements, private businesses, and hard to value assets. For these engagements, we work with a team of attorneys, appraisers, title, environmental and other experts to perfect the transfers and avoid the pitfalls these opportunities present. If a transfer is already complete - we vigorously defend it in IRS examination and appeal (and provide occasional support to Tax Court practitioners).

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The facts and information on these pages are reproduced from sources we have found to be reliable, but we cannot guarantee accuracy or completeness. Our observations and conclusions are general in nature and may not apply to specific situations. Nothing in this website should be construed as professional advice or professional opinion. Please consult your own advisors on matters of law, accounting and finance, taxes, insurance, planning, and investment before making significant decisions.