Charitable and Planned Giving

We help individuals, families and businesses find the most effective way to make charitable gifts through:

  • Charitable gifts and contributions, including gifts of life insurance and charitable gift annuities
  • Endowments
  • Donor gift instruments
  • Wills and trusts
  • Conservation easements
  • Pooled income funds
  • Creation of scholarship programs
Practice Area(s): Non Profit and Tax Exempt