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Charitable Organizations Estate Planning Charitable Donations

Farella Braun + Martel LLP

Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Farella host Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY...more

Offit Kurman

Not Considering the Importance of Charitable Giving

Offit Kurman on

When a client’s family does not wish to inherit a collection or if its inclusion in the estate would create a significant tax burden, it is crucial to explore charitable giving options. Proper planning can help maximize the...more

Mandelbaum Barrett PC

The Importance of Charitable Beneficiary Planning: Lessons from the Matter of the Estate of Heinecke

Mandelbaum Barrett PC on

The recent Appellate Division decision, In the Matter of the Estate of Heinecke, serves as an important warning to those who have named charitable organizations as beneficiaries in their Last Will and Testament. The case...more

Blank Rome LLP

A Promise Is a Promise: The Enforceability of Charitable Pledges under New York Law

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Charitable contributions are often utilized in estate planning to assist a client not only in supporting his or her favorite charities but also to reduce tax liabilities both during life and at death. However, before clients...more

Farella Braun + Martel LLP

Charitable Bequests With Guest Stephanie Hood

Welcome to EO Radio Show – Your Nonprofit Legal Resource. Our charity clients often come to us with a request to help a major donor think about a special gift to the charity, and sometimes we also get pulled in to help the...more

Downey Brand LLP

Charitable Bequest Allocation Turns on Donor’s Expressed Intent

Downey Brand LLP on

Charities sometimes spar over entitlement to bequests and other planned gifts. Occasionally, their disagreements become epic legal battles that span many years. In Breathe Southern California v. American Lung Association...more

Bowditch & Dewey

Maximizing End-of-Year Charitable Giving

Bowditch & Dewey on

As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving. Estate Planning - One way to give is...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall – Your Charitable Gifts Are Unrestricted

If you’re making sizeable donations to charity as part of your estate plan, your good intentions are clear. But how do you know the funds will be used to further the charity’s mission? There are no absolute guarantees...more

Coblentz Patch Duffy & Bass

Transferee Liability: The [Unlikely] Situation that your Nonprofit Receives a Charitable Gift with Expensive Tax Strings Attached

The case of Salus Mundi Foundation et al v. Commissioner - On August 15, 2016, the Tax Court decided in Salus Mundi Foundation et al v. Commissioner, T.C. Memo. 2016-154, that two foundations were liable as transferees...more

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