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Our Offices

Washington Office

1900 L Street N.W., Suite 504 
Washington, District of Columbia 20036

Phone: 202-861-0740

Fax: 202-331-9841

Kansas City Office

310 W. 20th Street, Suite 300
Kansas City , Missouri 64108

Phone: 816-472-9000

Fax: 816-472-5000

Experienced Lawyers Provide Effective Assistance with Planned Giving and Nonprofits

Effective nationwide legal assistance in tax matters for nonprofit organizations

At Copilevitz & Canter, LLC in Washington, D.C., we advise clients nationwide on planned giving and charitable gifting. Planned giving typically refers to property of significant value that is donated to a non-profit organization by a gift, will or trust. 

Skilled tax lawyers provide competent legal services to the nonprofit community

Supporters of nonprofit organizations often want to leave behind a legacy by dedicating a substantial portion of their wealth to a church, school, university or other organization. These gifts often specify how the funds should be used. We can provide authoritative advice about how to accept gifts of this nature and to allocate them according to the donor’s wishes.

Knowledgeable tax attorneys help structure split-interest gifts

Our tax attorneys work with nonprofit organizations to structure split-interest gifts, such as charitable remainder trusts, in which the donor maintains the right to income from property that is eventually distributed to the charity. Another variation is where the income is distributed to the charity while the property reverts to the donor’s beneficiaries. We can discuss the tax advantages of structuring gifts in this way.

Innovative lawyers establish a variety of planned gifts

Our attorneys help nonprofit organizations work with prospective donors to structure testamentary gifts and lifetime gifts, using such vehicles as:

  • Charitable remainder trusts — These trusts allow the donor and specified beneficiaries to receive income during the donor’s lifetime, with the charity receiving the remaining trust assets upon the donor’s death.
  • Lead trusts — By this method, a donor transfers specified assets to a trust for a set number of years. Each year, payments from the trust are made to the charity. Once the trust’s term expires, the donor’s beneficiaries receive what is left in the trust.  
  • Gift annuities — By gifting a charity with cash, securities or other property through an annuity, the donor receives a guaranteed flow of funds each year. At his or her death, the nonprofit organization keeps the residual portion of the gift.

Our accomplished attorneys develop smart solutions that help you make planned giving an effective part of your nonprofit organization’s fundraising strategy.

Contact our Washington, D.C. office for legal guidance

If you manage a nonprofit organization, it is critical to comply with laws and regulations applicable to acceptance of planned gifts. Copilevitz & Canter, LLC can provide assistance from our Washington, D.C. office. Please call 202-861-0740 or contact us online to schedule a confidential consultation.