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Phone: 202-861-0740

Exempt Tax Law, PLLC Provides Effective Assistance with Planned Giving to Nonprofits

Effective nationwide legal assistance in tax matters for nonprofit organizations

Exempt Tax Law, PLLC, in Washington, D.C., advises clients nationwide on planned giving and other types of charitable gifting. Planned giving typically refers to property of significant value that is donated to a nonprofit organization by gift, will or trust. 

exempt tax law provides 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.  Exempt Tax Law provides advice about how to accept gifts of this nature and to use them according to the donor’s wishes.

exempt tax law helps structure split-interest gifts

Exempt Tax Law works 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.  Exempt Tax Law can discuss the tax advantages of structuring gifts in this way.

Exempt Tax law helps nonprofit organizations work with prospective donors to structure testamentary gifts and lifetime gifts, using vehicles such 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.

Exempt Tax Law develops solutions that help you make planned giving an effective part of your nonprofit organization’s fundraising strategy.

Contact Exempt Tax Law, PLLC for legal guidance

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