Charitable Planning

Our team has a rich history of engagement with people, companies and organizations who desire and work to improve our communities. We are privileged to partner with generous individuals and families who support financially the causes they care about. We help them design charitable tools that best fit their financial, family and philanthropic goals. Frequently, the most strategic environment for a major charitable gift is in the days leading up to a potential sale of valuable assets, such as a closely-held business, highly-appreciated stock, or highly-appreciated real estate. Sound planning can effectively convert what would have otherwise been a big tax bill into a sizable charitable donation.

Common charitable tools include:

  • Private Foundations
  • Supporting Organizations
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gifts and Bequests

Our clients are not so impressed by the tools but by the results. Often those results are changed hearts and changed lives, not to mention a great deal of joy and satisfaction for our clients.

ELM lawyers who practice charitable planning law:

Andrew J. Toles
Thomas J. Rodda
Cosmin Popa