Charitable Giving for Maximum Impact

One of life's best experiences is the opportunity to act generously.

We educate our clients about their options for structuring their gifts and then make full use of corporate matching gifts.

Over our firm’s 35+ year history, we have planned and implemented multiple lifetime gifts, charitable trusts and bequests exceeding $10,000,000, as well as dozens of gifts and bequests to strengthen our communities, alma maters, the arts, medical research, animal shelters, victims of natural disasters and to support causes at home and worldwide. In 2015 alone, we administered estates that distributed approximately $10,000,000 to charitable organizations in the greater Saratoga County – Capital Region.

Donor Advised Charitable Funds

Many people are not aware of Donor Advised Funds that offer them most of the benefits of a private foundation with a community fund/foundation doing most of the administrative work. Initial contributions can be as low as $5,000. Donor Advised Funds are available in our geographic area through not-for-profit community funds/foundations in Saratoga Springs, Albany and Lake Placid. Bonnie was hired to create one of these public charitable foundations, served on the board of another of them and acts as legal counsel to one of them currently.

Charitable Giving by Business Owners

Charitable giving enables you to re-direct some tax liabilities into gifts that will make a significant difference to the causes you support.

Business owners who will be selling their interests can plan ahead to avoid significant capital gains taxes by making a charitable gift of a portion of their business interests.

We welcome the opportunity to help you accomplish your transformative charitable gift.