Charitable Gifts and Planned Giving

Whitaker Chalk has worked with non-profit, tax-exempt organizations to develop funding plans, planned giving and the integration of several funding strategies with existing state securities laws and solicitations laws. Helping potential donors understand both the tax benefits and the obligations that the charity has for such unique funding plans requires a delicate balance. In pursuing these funding plans, we have focused on:

  • Annuities and Uni-Trusts
  • Charitable Remainder Trusts
  • Charitable Contributions Before and/or After Death
  • Insurance Trusts
  • Revocable Living Trusts

Charitable Gifts and Planned Giving Attorneys:

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Managing Members