BakerHostetler applies common-sense, state-of-the-art philosophies and strategies that are best suited to our clients’ planning needs and charitable goals. We partner with clients to fulfill missions that improve communities and society in responsible and tax-efficient ways. Our attorneys understand the myriad regulatory and compliance challenges in charitable giving and the operations of charitable and other tax-exempt organizations. In addition, many of our attorneys serve on a wide range of non-profit boards. Our deep understanding and commitment to the non-profit sector helps us to provide legal advice that is both sound and practical.
Clients benefit from our comprehensive knowledge of public charities, private foundations, planned giving and bequest programs, charitable gift annuity and donor-advised fund programs, supporting organizations, charitable split-interest trust agreements, pooled income funds, endowment funds, and other tools that maximize the tax advantages of giving and receiving.
Our attorneys actively participate in professional and industry organizations focused on tax-exempt organization and charitable tax planning issues, and work within their communities as advisors for gift-planning boards of tax-exempt organizations. We work closely with the firm’s legislative and policy team to ensure that a charitable client’s best interests are fully represented on legislative and regulatory issues that can impact organizations and their donors.