Charitable Planning

Sparkman · Shaffer · Perlick counsels donors on their charitable objectives, seeking to match the right charitable gift method with the particular client's desires. Depending upon the client's needs and wishes, we may recommend gifts to individual charities, gifts to a donor-advised fund maintained by a community foundation, gifts to a charitable trust, or establishing a family foundation.

Charitable Objectives Counseling
Gift Planning
Charitable Lead Trusts
Charitable Remainder Trusts
Private Foundations
Family Foundations
Supporting Organizations
Publicly Supported Organizations
Charities
Educational Organizations
Religious Organizations
At-Risk Youth
Senior Housing
Land Trusts
Sports Foundations

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