Charitable Planning Putting Your Legacy on Cruise Control

Fort Myers Charitable Planning Attorneys

At Dorcey Law Firm we celebrate the power of generosity and the impact it can have on the world around us. Charitable Planning is a dynamic and transformational way to support the causes and organizations you care about while also leaving a lasting legacy of kindness. Thoughtful and strategic charitable planning can bring families together in ways that empower and enrich each individual and can establish a structure to launch deep multigenerational connections and involvement.

Our Services to Clients who are Charitable Donors

We have significant experience representing clients who make charitable gifts. We regularly advise our clients on the proper planning, implementation and reporting of charitable gifts to obtain intended results, including the maximum tax benefits, for their charitable giving. We assist donors making charitable gifts of appreciated securities, cryptocurrency, and cash. In addition, we frequently provide counsel to our clients on gifts of closely held business interests, private equity, real estate, artwork, and other complex assets. We often work with our clients in drafting gift agreements, and addressing other issues associated with major gifts.

We regularly counsel our clients in the creation and funding of new charitable giving structures. These structures include: lifetime and testamentary charitable remainder trusts, lifetime and testamentary charitable lead trusts, gifts of a remainder interest to charity of a personal residence or farm, private foundations, donor advised funds, supporting organizations and other public charities.

Our Services to Charitable Institutions

We represent not-for-profit institutions, and provide advice to their planned giving and frontline fundraising staff and office of general counsel on organizational, tax and regulatory issues.

Our attorneys are available to draft gift agreements, pledge agreements, split-interest trusts and charitable gift annuities on behalf of charities. We consult on the tax and legal aspects of a particular gift during the proposal and planning process, with the institution and when requested, donors and their advisors.

Our firm has significant experience working with higher education institutions in virtually all aspects of fundraising, internal educational programs, and educational events for alumni and friends who wish to establish a tax wise strategy for current and future giving that will have a transformational impact on the mission of the institution.


Contact us today to learn more from one of our Charitable Planning attorneys (239) 309-2870





 

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We are dedicated to keeping your estate plan current with changes in your life and the law, providing you with peace of mind knowing your legacy will continue through all seasons of life.

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