Nonprofits: Fundraising & Development
Key Insights Into American Charitable Giving
06 Dec 2022 |
Charitable Giving & Philanthropic Planning
Our attorneys advise on charitable planning, including private foundations, donor-advised funds, endowments, and gift agreements—helping donors maximize tax benefits and protect their intent.
Charitable planning involves more than writing a check—it requires thoughtful legal structuring, tax planning, and compliance to ensure donations are used as intended. For Purpose Law Group (FPLG) works with philanthropists, families, and foundations to establish private foundations, donor-advised funds, endowments, and gift agreements that safeguard donor intent and maximize tax benefits. Our charitable planning services give donors confidence that their generosity will create impact for years to come.
Whether you're managing a private foundation, planning a major philanthropic initiative, or structuring complex grants in the U.S. or abroad, our team ensures your generosity is legally sound, tax-efficient, and mission-aligned.
Structuring Charitable Gifts & Endowments
Every significant gift should balance donor intent with the recipient organization’s ability to sustain it. FPLG helps design charitable gifts and endowments that provide clarity, flexibility, and accountability. From perpetual endowments to restricted-use contributions, we ensure that donations are structured to support both donor wishes and nonprofit success.
Private Foundations & Donor-Advised Funds
Choosing the right giving vehicle is one of the most important decisions a philanthropist can make. FPLG guides clients through the establishment of private foundations and donor-advised funds, advising on formation, governance, tax obligations, and compliance requirements. With our counsel, donors can select the structure that best advances their mission and maximizes impact.
Gift Agreements & Restrictions
Clear agreements protect both the donor and the recipient organization. FPLG drafts and reviews gift agreements that set enforceable terms, define restrictions, and prevent future disputes. Whether funding a scholarship, supporting a capital campaign, or creating a named endowment, our agreements ensure transparency, accountability, and alignment with donor intent.
Tax-Efficient & Compliant Giving
Philanthropy is most effective when it is both generous and strategic. FPLG advises on tax-efficient giving strategies, helping clients minimize tax burdens while maximizing charitable impact. We also support nonprofits and funders with compliance oversight for large or complex gifts, including restricted funds, international giving, and high-value donations. Our goal is to ensure that every gift creates enduring benefit—without creating unnecessary risk.
