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.


Total giving is anticipated to rise 4.1 – 5.7 percent in 2022.

Source: Indiana University Lilly Family School of Philanthropy