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Effective charitable giving is an important element of the wealth transfer plans of many of our clients. 

Over the years, our firm has been fortunate to represent some of Omaha’s most generous charitable donors who have spawned significant charitable organizations which benefit the citizens of Omaha and greater Nebraska.  From these relationships, we have extensive experience in assisting donors in their charitable planning.  We assist our clients in evaluating their charitable motivations and goals and identify the charitable planning tools that will most effectively accomplish their objectives.  Some of these tools include:

  • Charitable Lead and Remainder Trusts
  • Donor Advised Funds
  • Gift Agreements and Charitable Annuities
  • Public and Private Foundations
  • Qualified Retirement Account Distributions
  • Supporting Organizations of Public Charities

Once giving plans have been structured, our attorneys create the documents necessary to implement the plans. For charitable organizations, in addition to developing a structure for formation, governance and administration, our services include filings with the IRS to obtain determination as to the organizations’ tax-exempt status.

Developing and implementing a well-considered charitable plan provides satisfaction and fulfillment to clients with charitable motivations.