Philanthropic Planning

Philanthropic Planning

Planned giving techniques and charitable trusts not only provide support to our clients’ preferred charities but also deliver financial and estate planning benefits by minimizing taxes and transferring wealth. These strategies may range from providing simple lifetime gifts, charitable lead or remainder trusts or bequests to establishing private foundations that will involve family members for generations to come and leave an enduring legacy.

Our Charitable Giving Practice in the Trust & Estate Planning group combines the experience of our estate planning and tax attorneys to provide guidance in establishing a tailored philanthropic strategy that serves each client’s charitable mission.


In 2022, overall charitable giving in the United States reached a total of $499.33 billion for the year.

Source: Indiana University Lilly Family School of Philanthropy

With an estimated $30 trillion projected to be passed down from baby boomers to Generation X to millennials over the next 30 years, we expect giving related to estate/legacy planning to accelerate in 2023.

Source: Kiplinger