Private Client

Charitable Planning

Overview

Our Services to Charitable Donors

Our attorneys have significant experience representing donors who make charitable gifts and regularly advise on the legal aspects and tax benefits of charitable giving. We assist donors making charitable gifts of appreciated securities and cash, and “complex assets” such as real estate, life insurance and artwork, and in negotiating naming rights, drafting gift agreements, and addressing other issues associated with major gifts. 

We regularly counsel in the creation and funding of new charitable giving vehicles, including charitable remainder trusts, charitable lead trusts, private foundations, donor advised funds, supporting organizations and other public charities.

Our Services to Charitable Institutions

We represent not-for-profit institutions in the health care, social services, arts and educational areas, and provide advice to the legal, development and planned giving staffs of these institutions on organizational, tax and regulatory issues.

Our attorneys routinely draft gift agreements, pledge agreements, split-interest trusts and charitable gift annuities on behalf of charities. We consult on the tax and legal aspects of a particular gift during the solicitation process, participate directly in planning discussions with donors and their advisors, and prepare donor communications about specific giving techniques or relevant changes in the law.

Our service areas include:

For further information about the Goulston & Storrs Private Client & Trust Group, please contact one of our group Co-Chairs, Michelle Porter or Andy Rothstein.

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