Uniquely Capable Counsel for Charitable Foundations & Philanthropists
Our attorneys advise on and assist with philanthropic structures that offer tax benefits while providing a meaningful vehicle for cultural or social change.
These structures impact lives and communicate the donor’s values and goals to their descendants, their communities, and the world for generations.
In collaboration with our business, tax, and estate planning colleagues, our attorneys structure sophisticated, tax-efficient business sales to third parties; intergenerational family business transfers with a charitable component; complex gifts of noncash assets such as real estate, business interests, artwork, and collectibles; and representation of successful authors and artists with significant philanthropic goals.
Partner with us for effective giving that improves the lives of everyone involved.
Philanthropist Representation Services Include:
Integration of planned giving into overall family legacy planning:
- Pre-transaction analysis of potential charitable structures
- Post-transaction controversy work with the IRS, FTB, and California Attorney General
- Implementation and ongoing administration of complex, multigenerational estate plans with charitable components
Negotiation and documentation of:
- Major gifts to educational institutions, hospitals, and other public charities
- Endowments and other restricted gifts
- Charitable bequests
Formation and operation of:
- Family foundations, including private non-operating foundations, private operating foundations, and supporting organizations
- Donor-advised funds and fiscal sponsorships
- Structures with retained income or remainder interests, such as charitable remainder trusts, gift annuities, pooled income funds, and charitable lead trusts
