Through our Charitable Giving practice, we guide clients through state charitable solicitation laws and the application of federal and state securities and insurance laws to deferred giving vehicles. This work includes charitable gift annuities, charitable remainder trusts, and pooled income funds, including compliance with the Federal Philanthropy Protection Act of 1995. We have been extensively involved in the establishment and ongoing maintenance of direct and deferred giving programs, charitable remainder unitrusts and annuity trusts, pooled income funds, charitable gift annuities, endowments and donor advised funds, and with the regulatory and statutory compliance issues that affect deferred giving. We monitor our clients’ interests in probate estates and trusts and provide advice on the establishment and maintenance of revocable and irrevocable trusts.
ATTORNEYS
Leonard J Pranschke
Ravi Sundara
Jacqueline A Dimmitt
Harvey A Harris
William H Hobson
David Jay Krauss
Thomas E Venker
REPRESENTATIVE WORK
- Maintain national compliance filings for national church related issuer of charitable gift annuities
- Provide securities law advice to two national church denomination foundations relating to the maintenance of common investment pools for affiliated organizations and charitable remainder trusts
- Provide securities law and federal income tax advice to a major regional banking organization that serves as custodian for pooled investments of educational and charitable organizations
- Provide securities and tax law advice to a major church denomination for the formation of a controlled subsidiary to jointly invest church pension, foundation and church extension funds
- Serve as special counsel for deferred giving to a major private university