Charitable Giving and Nonprofit Organizations

Davis & Whalen LLP are experts in helping clients achieve their philanthropic goals. From helping clients complete annual charitable gifts to administering private foundations, our attorneys are well-versed in the complex regulatory structure governing charitable giving. We work with clients and their families to create planned giving programs in support of worthy organizations and causes while also offering optimal tax benefits for our clients.

Our experience includes:

  • Charitable remainder trusts
  • Charitable lead trusts
  • Private foundations, including operating foundations and supporting foundations