Philip Haney Associates advises private donors and philanthropists on their planned giving strategies, helps them structure charitable gifts and bequests in the manner that most effectively implements their philanthropic goals and supports their charitable cause while maximizing tax benefits. Whether you are on the giving or receiving end of contributions, you’ll want to get all the benefits of federal, state and local tax law, while avoiding any mistake that could result in a penalty or fine, from the IRS or any regulatory authority. Charitable gifts may include major cash or non-cash gifts, restricted purpose gifts, endowments, charitable trusts, charitable gift annuities, or bequests. Philip Haney is familiar with the legal and tax issues that arise when structuring charitable gifts. He will ensure that you are fully aware of legislative and regulatory issues that can impact organizations and their donors.
Clients benefit from Philip Haney’s comprehensive knowledge of:
- Public charities
- Private foundations
- Planned giving and bequest programs
- Charitable gift annuity and donor-advised fund programs
- Supporting organizations
- Charitable split-interest trust agreements
- Pooled income funds
