Charitable Planning

When considering their lasting impact, our clients often seek guidance on effective strategies to fulfill their charitable aspirations. At Bricker Graydon, our Estate Planning attorneys can help craft the ideal structure to align with your philanthropic goals. We want to see you maximize the influence of your charitable contributions while minimizing tax liabilities and associated concerns. In navigating the complexities of establishing options for your charitable objectives, we offer expertise in addressing governance and regulatory challenges, presenting creative solutions that align with your philanthropic values.

Our team brings experience in developing various tax-exempt organizations and charitable trusts, securing favorable U.S. Treasury Department rulings on tax-exempt status. We provide tailored, personalized services for the seamless administration of your trust or tax-exempt organization. This includes handling state and federal tax returns, managing distributions, addressing officer and director issues, and overseeing other critical matters. With our support, you can have confidence in the ongoing effectiveness of your charitable endeavors.