Planned Giving

Stevens & Lee counsels a wide variety of charitable institutions and organizations, including colleges, universities, hospitals and health systems in the tax and legal complexities of development programs, establishing gift acceptance policies, the design and implementation of planned giving programs, the application of gifts, fund allocation, the administration and regulation of donor-advised funds and optimizing the value of gifts.

Institutions and organizations regularly look to Stevens & Lee to answer questions regarding compliance with conditions placed on gifts and the enforcement of pledges, to protect their interests during the administration of an estate or trust and to reform gift instruments to reflect the interests of both the recipient and the donor.