National Charitable Planning Group
Cummings & Lockwood’s National Charitable Planning Group represents many of the country’s largest charitable institutions in connection with their planned giving programs and develops sophisticated philanthropic strategies for some of the nation’s wealthiest families. Headed by Conrad Teitell, a highly accomplished and nationally recognized author and lecturer on charitable giving with more than 50 years of experience, the group often works in concert with other major law firms around the country.
We guide individuals, charities and their advisors on outright and planned gifts on matters related to:
- Initiating, expanding and operating planned giving programs
- Structuring and implementing planned gifts to charity
- Promoting planned giving programs
- Forming and obtaining tax-exempt status for private foundations and supporting organizations
Our counsel to charitable organizations also includes advising on a range of tax-related matters, including:
- Unrelated business income tax
- Tax implications of donors' charitable gifts
- Private foundation excise taxes
- Public charity excess benefit penalty taxes
- Annual tax returns
Cummings & Lockwood - The Choice for sophisticated legal counsel.
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Alerts & Updates
- Client Alert - Charitable Contributions Guidance Updated by IRS
- Client Alert - Newman's Own Exception Makes It Easier For Private Foundations to Hold Business Interests
Articles
- Timing is Everything When It Comes to Self-Dealing Rules
- Quid Pro Quo and Fundraising Events
- Quid Pro Quo isn't Just a Political Issue
- No Thank You: Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors
- How to Handle Gifts from 'Tainted' Donors
- Creating and Operating Charitable Entities
- Cryptocurrency - Estate and Charitable Planning and Compliance
- Increased Charitable Giving Through the Legacy IRA Act
- Bargain Sales to Charities: Charitable Deductions and Capital Gains Savings
- What Beats A Charitable Bequest Under The New Tax Law?
- Substantiating Charitable Deductions at the IRS
- Tax Court Disallows Trusts Charitable Deduction for Want of Charitable Intent
- Gene Wilder's Real-Life Golden Ticket
- New Federal Bill Authorizes Charitable Life-Income IRA Rollovers
- Charitable Remainder Trust Pitfalls
- Termination of Charitable Remainder Trusts
News & Press Releases
- Timing is Everything When It Comes to Self-Dealing Rules
- Quid Pro Quo and Fundraising Events
- Quid Pro Quo isn't Just a Political Issue
- No Thank You: Tax, Legal and Practical Consequences of Charitable Gifts Returned to Donors
- How to Handle Gifts from 'Tainted' Donors
- Creating and Operating Charitable Entities
- Cryptocurrency - Estate and Charitable Planning and Compliance
- Increased Charitable Giving Through the Legacy IRA Act
- Bargain Sales to Charities: Charitable Deductions and Capital Gains Savings
- What Beats A Charitable Bequest Under The New Tax Law?
- Substantiating Charitable Deductions at the IRS
- Tax Court Disallows Trusts Charitable Deduction for Want of Charitable Intent
- Gene Wilder's Real-Life Golden Ticket
- New Federal Bill Authorizes Charitable Life-Income IRA Rollovers
- Charitable Remainder Trust Pitfalls
- Termination of Charitable Remainder Trusts