Charitable Gift Planning

Charitable Gift Planning

Our firm provides charitable gift planning advice to both individual clients and nonprofit organizations.  Charitable giving can be accomplished in many ways: direct donations, charitable trusts and other forms of restricted giving, gift programs, donor-advised funds, support funds, support organizations, and private foundations. We strive to help our clients structure the most advantageous strategy given their circumstances, goals, and tax planning.

We also assist in establishing and maintaining nonprofit and tax-exempt status for organizations actively engaged in the promotion of charitable, religious and educational endeavors, social welfare, or a common business interest of the members.

Get In Touch

Charitable Giving Attorneys:

We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients’ needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to “keep it in the family” where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.

  • Bradley S. Braun
  • Kelley L. Cathie
  • Gregory M. Kruzel
  • M. Todd Smith
Gregory Kruzel

LET'S WORK TOGETHER

Tell us about your case

*Contacting us does not create an attorney-client relationship.  Please do not send any confidential information to us until such time as an attorney-client relationship has been established.