Charitable Planning

Overview

Charitable planning is an integral part of our Private Wealth practice. A number of the lawyers in our group have in-depth experience in advising clients on strategic planning to accomplish their charitable goals. This might include outright gifts of assets to charity, but often also includes sophisticated charitable planning techniques, such as private foundations, charitable remainder trusts, and charitable lead trusts. We have significant experience in major charitable giving projects, including endowing and naming divisions of major educational institutions, endowing chairs at medical institutions, endowing portions of cultural institutions, such as the High Museum of Art in Atlanta and the Atlanta Botanical Garden, and in providing strategic planning for major charitable initiatives.

Experience

  • Achieved a complex merger of two long-standing non-profits that involved multimillion-dollar combined operations. The team resolved a myriad of legal issues, including corporate, real estate, environmental, and tax filing matters.

  • Successfully obtained tax-exempt status for large national public charities on numerous occasions, including one such entity after extensive negotiations with the IRS regarding the charity’s relationship with a for-profit company and another such entity that was a successor to a for-profit entity.

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