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Charitable Planning

Overview

Philanthropy is an integral and gratifying aspect of estate planning for high net worth individuals. For decades, our team of highly skilled attorneys has been guiding clients and their families in supporting personal causes or charities and establishing public charities and private foundations. We advise on the tax-advantaged use of charitable giving techniques and prepare documents to implement such plans for individuals and tax-exempt organizations. Our counsel also includes guidance on the fiduciary duties and liabilities of nonprofit corporation directors and trustees of charitable trusts.

Insights & Events

Latest

Press Release July 2026

Faegre Drinker Welcomes Trust & Estate Planning Partner Alex Edmondson in Chicago

2 min read
Speaking Engagement Recap April 30, 2026

Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond

ParkBridge Wealth Management Spring Webinar Series
1 min read
Speaking Engagement Recap April 22, 2026

Sophisticated Wealth Transfer Techniques Using GRATs

1 min read
Press Release January 2026

Faegre Drinker Adds Counsel Erika Campbell to Minneapolis Private Client Practice

2 min read
Published Articles October 2025

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

Law.com
1 min read
Updates September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read
Updates August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read
Updates April 2025

Montana Allows Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Oklahoma

Law Also Allows Charities to Obtain Judicial Declarations of Endowment Agreements’ Rights and Duties
4 min read
Updates January 2025

2025 Estate Tax Exemptions and Planning Considerations

2025 Federal, Florida, Illinois, Indiana, Minnesota, New Jersey, New York and Pennsylvania Estate Tax Exemptions
7 min read
Published Articles October 2024

Falling Back in Love With Certain Estate Planning Strategies in a Falling Interest Rate Environment

1 min read
Insights
Published Articles October 2025

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

Law.com
1 min read
Updates September 2025

Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning

Plus a Summary of States’ Inheritance and Estate Taxes
10 min read
Updates August 2025

Sales of Qualified Small Business Stock (QSBS), ‘Stacking’ and Other Structures for Advanced Estate Planning

Including Changes Under the H.R. 1 Budget Reconciliation Act for Stock Acquired After July 4, 2025
8 min read
Updates April 2025

Montana Allows Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Oklahoma

Law Also Allows Charities to Obtain Judicial Declarations of Endowment Agreements’ Rights and Duties
4 min read
Updates January 2025

2025 Estate Tax Exemptions and Planning Considerations

2025 Federal, Florida, Illinois, Indiana, Minnesota, New Jersey, New York and Pennsylvania Estate Tax Exemptions
7 min read
Published Articles October 2024

Falling Back in Love With Certain Estate Planning Strategies in a Falling Interest Rate Environment

1 min read
Updates May 2024

Georgia and Kentucky Allow Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Ohio and Vermont

4 min read
Published Articles January 2024

Why Family Law and Estate Planning Attorneys Should Collaborate for Prenups

1 min read
Published Articles January 2024

Keystone State Strengthens Its Irrevocable Trusts With Grantor Trust Rules

1 min read
Updates October 2023

Kansas Allows Donor Standing Under UPMIFA, But Similar Effort Falls Short in Ohio for Now

5 min read