| Goulston & Storrs Charitable Planning group is experienced in planning and implementing charitable gift programs including the creation of public charities, private foundations, supporting organizations and donor-advised funds, and the creation of tax-advantaged vehicles that benefit both family members and charities such as charitable remainder trusts and charitable lead trusts. We also assist our clients in negotiating major gifts with charitable institutions, and we serve as counsel to not-for-profit institutions in the health care, social services and educational areas, providing advice on organizational, tax and regulatory issues. |
Representative Projects and Transactions
- Estate plans involving major charitable dispositions.
- Creation of family charitable foundations and guidance to clients regarding formulation and implementation of family grant-making programs, including international grants, matching grant programs and policy-driven grants with associated lobbying activities.
- Review of alternatives to a private foundation that may provide preferred mission-driven or tax results, including operating foundations and client-controlled public charities.
- Major foreign-based religious organization establishing an international research and publishing entity, including tax-exemption, corporate and real estate transactions.
- Creation of scholarship organizations and fellowship grant making organizations.
- Ongoing advisor to Oxfam America and YouthBuild USA with respect to design of endowment and bequests programs and negotiation of split-interest gifts and other planned giving vehicles.
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