Throughout all aspects of philanthropic activity, we provide legal counsel and advice for institutions, private and family foundations, public charities, social welfare organizations, individuals and families, helping them achieve their philanthropic objectives through current and planned giving, as well as through the strategic management of accepted donations. We are able to provide exceptional depth of knowledge in the unique opportunities and limitations faced by institutions, having successfully guided many of Vermont’s most sophisticated nonprofit organizations through the nuances of donor assistance, planned giving and endowment management. Combining this knowledge with our extensive tax expertise in this area enables us to structure our clients’ transactions in the most tax-efficient manner.
We believe that the successful planning and stewarding of gifts requires an understanding of each organization’s long-term vision, mission and priorities; we strive to provide customized counsel, tailored to each client’s situation. Our philanthropy group includes attorneys with a depth and breadth of experience in tax, employment, and business matters, ensuring that our solutions are actionable, comprehensive, and in support of each client’s strategy.
- Endowment management
- Planned giving and philanthropic strategies
- Private foundations
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