Supporters of your nonprofit organization may wish to include your charity, school, or church in their charitable giving or estate planning. They want to enhance their legacy by dedicating all or part of the proceeds of their wealth or estate to the organization with assurance that the funds will be used as directed in a pledge, Will, or trust. An organization that receives such donations often requires legal advice on how to document fulfillment of the instructions for use of the gift given.
Our firm provides advice on planned giving, an aspect of charitable giving or estate planning that requires careful attention. "Planned giving" refers to significant gifts of cash or property which are donated either through someone's Will (or trust) or during their lifetime.
If your nonprofit organization has questions about planned giving, or if you have questions about planned giving as part of your own estate plan, give us a call at 253.858.5434.