Charitable Planning

Sparkman · Shaffer · Perlick counsels prospective donors on the variety of gift methods available to meet our clients’ charitable objectives.

Charitable planning can include gifts to individual charities, gifts to a donor-advised fund maintained by a community foundation, gifts to a charitable trust, or the establishment of a family foundation.

We have extensive experience in charitable planning with clients whose values span a wide range from religious groups, to at-risk youth, to sports organizations, and medical foundations.