Charitable Planning

Attorneys in Rossway Swan’s Charitable Planning practice help individuals and families with all aspects of charitable giving and meeting philanthropic goals. From lifetime and testamentary single donations to public charities, and utilization of trust-based planning, to the establishment of private foundations and donor-advised funds, Rossway Swan has extensive experience structuring charitable gifts or donations to ensure they meet client needs in the most tax-efficient manner possible, and achieve the client’s intentions. Our attorneys assist clients in the creation, implementation, monitoring and administration of various charitable structures, such as Charitable Remainder Trusts, Charitable Lead Trusts, and Private Foundations.