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A Better Partnership

Charitable Giving and Organizations


Charitable giving can be very beneficial – and very complicated. It involves ensuring the desired benevolent goals are reached while maximizing the income, gift and estate tax benefits. Whether creating a charitable lead trust, charitable remainder trust, charitable gift annuity, donor advised fund, designated fund, private foundation or giving to your favorite public charity, we will lend expertise to help you further your cause. We also serve as counsel to several types of charitable organizations, such as educational, medical and cultural institutions, private and community foundations and business leagues. We also assist with the formation and implementation of fundraising and grant programs, as well as reporting to the IRS and responding to IRS examinations. From business conception to dissolution, we provide tax-exempt organizations with the proper guidance needed to remain compliant and achieve goals.


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Photo of Carl Dufendach
Carl Dufendach
Photo of Laura Jeltema
Laura Jeltema
Photo of Laura Morris
Laura Morris
Photo of Jeffrey Power
Jeffrey Power
Photo of Jennifer Remondino
Jennifer Remondino

Case Studies



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NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

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