Charitable and Foundation Planning
With community service at our core, we at Chambliss share our clients' values in charitable and foundation planning. Our attorneys serve as advisors, leaders, and volunteers for nonprofit and tax-exempt organizations, which is why we so closely relate to our clients' needs.
Our estate planning team draws from personal and professional experience to provide insight on how clients can best plan for large gifts, whether acting as a philanthropic individual or acting as a leader for a public or private foundation. We frequently advise individuals and families on structuring and implementing major charitable gifts, including through donor-advised funds and private foundations.
We also have expertise in preparing and filing the necessary IRS and state documentation for the creation of a private foundation, as well as ongoing annual reporting required to the IRS.
With our extensive experience, we are able to help clients and their family members find the best individualized plan for their unique lifestyle. We are proud of the clients we represent and their willingness to give back to the community.