Charitable Giving



We bring our collective knowledge, understanding and sensitivity to solve traditional and emerging challenges with charitable giving.

Our approach

Charitable giving is the lifeblood of the nonprofit world. Proper structure and implementation of charitable giving programs are necessary to keep institutions moving forward.

Our team counsels extensively on the solicitation of charitable gifts and bequests, donor tax, property, securities and trust and estate law implications of gifts. Our long-standing and varied experience dealing with endowment and other restricted gift issues gives us a unique perspective on structuring restrictions and using and investing donated funds.

With major gifts and planned giving comes opportunity.

We establish and aid in the legal administration of pooled income funds, charitable remainder and charitable lead trusts, supporting foundations and trusts, charitable gift annuity programs and a number of diverse restricted and unrestricted gifts.

We give sound advice and a useful perspective and strive to accomplish the long-term objectives of our clients to bring success in the future, whether it’s navigating the laws governing investment, advising donors on the structure of charitable donations or establishing a charitable remainder trust.

Who we work with

  • Foundations
  • Charitable organizations
  • Colleges and universities
  • Hospitals and health care systems
  • Religious institutions
  • Museums and cultural organizations
  • Professional schools

Recent experience

  • We represent a large, multinational corporate foundation with respect to the implementation of its charitable giving and marketing program. Through a thoughtful approach to corporate philanthropy, we have been able to maximize the goodwill generated through the program, while identifying tax-smart methods to conserve scarce cash to fund the annual grantmaking budget. Recently, we helped extend this model to the United Kingdom.
  • We structured a contribution by a Fortune 500 company to a community group interested in the economic development of a former industrial site. Our innovative approach was responsible for major cost savings to all parties involved.

IRS issues long-awaited guidance on donor-advised funds

Nonprofit & Government Times | June 30, 2018

Washington DC corporate partner Michael Cooney wrote this contributed article on donor-advised funds, a type of low-paperwork charitable trust, and how their use will change in light of new guidance and proposed regulations.

The new tax plan could impact charitable giving

Hearst Television | January 01, 2018

Washington DC M&A and corporate transactions partner Ken Silverberg is interviewed in this news segment about how the new tax plan may affect charitable giving.

Consider nonprofit’s impact when donating

Rochester Business Journal | January 20, 2017

This article about charitable giving features Washington DC nonprofit/higher education partner Mike Cooney discussing the personal drivers behind choosing a charity.

Limited privacy of donor information in New York

Rochester Business Journal | October 17, 2016

Rochester Private Equity & Investment Funds partner Jeremy Wolk and Washington DC M&A and Corporate Transactions partner Mike Cooney authored this column about privacy issues surrounding charitable donors in New York.

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