Charitable Giving & Planning for Charitable Organizations
At Kurzman Eisenberg Corbin & Lever, LLP, we advise our clients on ways to achieve their charitable goals in a tax efficient manner, both during life and in their estates. We also represent public charities and private family foundations. Aspects of the charitable planning practice at the Firm include:
- Tax planning for charitable giving
- Creation and administration of private family foundations and public charities
- Obtaining and maintaining tax-exempt status
- Negotiation of gifts to public charities and preparation of pledge agreements
- Negotiation of family agreements concerning distribution of charitable assets
- Representation with regard to inquiries from the IRS and the charities bureau of the New York Attorney General’s office
- Preparation and review of income tax returns for exempt Organizations
- Assisting clients in creating planned giving programs