Philanthropic Planning

We aim to facilitate our client’s social impact efforts and initiatives by designing plans to maximize their goals. This area of focus can prove complex as a number of strategies can often be utilized to accomplish philanthropic objectives.

With significant experience in this rigorously governed industry, our attorneys are highly skilled in the planning and administration of charitable trusts, private foundations, and donor-advised funds. We support our tax-exempt clients through sophisticated legal practices to ensure charitable gifts are compliant and business operations are efficient.

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David E. Bowers
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David E Bowers