(513) 621-6464
(513) 621-6464

Charitable Planning

Charitable Planning

When contemplating their legacy, our clients frequently inquire on methods and strategies available to implement their charitable intent. By designing the right structure for your philanthropic goals, Graydon’s Estate Planning attorneys can assist you in maximizing the impact of your charitable giving while minimizing your tax liability and related concerns. In assisting you in determining the most appropriate vehicle to accomplish your charitable goals, we assist you in the complex governance and regulatory issues frequently encountered in establishing these vehicles, all the while providing creative solutions that accommodate your philanthropic values.

Our experience includes the development of tax-exempt organizations and charitable trusts of all varieties—and obtaining favorable U.S. Treasury Department rulings on tax-exempt status. We’ll provide tailored, personalized service in the proper administration of your trust or tax-exempt organization—including handling state and federal tax returns, distributions, officer and director issues, and other matters, so that you can feel confident about the ongoing effectiveness of your giving.

Among the many options that we may assist you with are the following:

  • Private Foundations
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Gift Annuity Programs