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Planning Philanthropic Gifts
We frequently find charitable solutions to meet our higher-net-worth clients' charitable, tax, and estate planning goals.
We create and assist our clients in implementing private foundations, charitable and remainder trusts, charitable lead trusts, and charitable bequests, and in including charitable organizations as beneficiaries of retirement plans. We regularly work with other trusted professionals such as financial planners, accountants, and philanthropic advisors to customize our clients' charitable giving agendas.
One of our attorneys has been recognized for her commitment to philanthropy by appointment to the Professional Advisors Committee of the esteemed Boston Foundation.
Representative Matters
We create and assist our clients in implementing private foundations, charitable and remainder trusts, charitable lead trusts, and charitable bequests, and in including charitable organizations as beneficiaries of retirement plans. We regularly work with other trusted professionals such as financial planners, accountants, and philanthropic advisors to customize our clients' charitable giving agendas.
One of our attorneys has been recognized for her commitment to philanthropy by appointment to the Professional Advisors Committee of the esteemed Boston Foundation.
Representative Matters
- Created a private foundation for and counseled a client on how to carry out philanthropic goals.
- Created a plan for a serious collector of antiques who wishes to donate a portion of the estate to preserving antiquities.
Trusts and Estates Practice Areas
Planning Philanthropic Gifts Attorneys
- For more information
- call: 617.367.2500
- or email: trustsandestates@davismalm.com
Practices