INSTITUTIONAL ADVISORY SERVICES
Our Estate Planning attorneys have considerable experience in endowment consultation for charitable and non-profit organizations and offer their services in:

Development Program Assessment
Review existing marketing, donor recognition, staff training, current gifts and institutional policies.

Strategic Endowment and Campaign Planning
Develop fund raising objectives; integrate planned giving into general fund raising and campaign planning, donor recognition and crediting for planned gifts.

Board Consultation and Retreats
Train boards and board committees on opportunities and responsibilities in planned giving programs; participate in full day retreats and workshops.

Fund Raising Policy Design
Identify issues in planned giving; consult with staff and board members on policies and procedures; prepare extensive policy guidelines covering marketing, solicitation, and administration of planned gifts, conflict of interest, investment guidelines and gift acceptance procedures.

Staff Training and Consultation
Train staff on tools and techniques of planned giving, marketing, administration, donor relations, networking with allied professionals.

Legal Audits of Existing Planned Gifts
Review existing planned gift instruments, with focus on compliance with gift terms, tax law requirements and internal controls.

DONOR AND PROSPECT ADVISORY SERVICES

Individual Donor Consultations and Proposals
Meet with donors and advisors, prepare individual proposals, review proposals or plans prepared by outside advisors, technical or marketing support for fund-raising staff.

Consultation with Donor Advisors
Assist professional advisors of donors and prospects, including review of proposed gift instruments.

Tax Deduction Reports or Proposals
Prepare actual or potential tax deductions for use by staff or donors.

Planned Gift Instruments
Prepare trusts, gift agreements, pledge agreements, language for wills or living trusts designed for specific donors and prospects.

MARKETING AND PUBLIC RELATIONS

Planned Giving Seminars to Donors and Professionals
Present planned giving concepts and techniques to donors or professional advisors, through seminars, workshops and intensive training sessions.

Brochures, Newsletters and Press Releases
Prepare marketing brochures, inserts, case studies and newsletters, on available gift techniques, and newspaper articles or press releases on completed gift arrangements.

SPECIALIZED SERVICES

Creation of Pooled Income Funds
Prepare trust and disclosure documents; secure IRS and SEC exemptions, where applicable; design marketing materials and strategies.

Creation of Gift Annuity Programs
Prepare gift agreements; obtain state license; develop marketing strategies.

Creation or Dissolution of Non-Profit Organizations
Prepare incorporation documents, bylaws, organizational minutes; secure IRS and state exemption; liquidate and merge existing entities including public charities, supporting organizations, private non-operating foundations, private operating foundations and medical research organizations.

Preparation of Model Charitable Gift Instruments
Draft sample trust agreements for general distribution, not designed for a specific donor.

Representation Before Federal or State Taxation Authorities or Administrative Agencies
Assist audits, represent the charity or its donors at Tax Court or other federal or state courts, state or county administrative agencies, including Franchise Tax Board, county assessors or State Board of Equalization.

Securing Private Letter Rulings from the Internal Revenue Service
File requests for private letter rulings, attend hearings before the IRS at local district offices or at the national office, assist donor or institutional counsel in such proceedings.

Probate and Bequest Monitoring
Review all bequests from deceased donors, in wills or living trusts, and track the settlement of each estate; secure copies of all filings; recommend attendance at hearings were appropriate; advise staff of issues and problems in each estate.

Formation and Operation of Family Foundations
Our sister company, IFF Advisors, LLC, is a national consulting firm that was established in 2000 to provide long-term strategic planning to individuals and family foundations (both private and support organizations), as well as essential administrative services to facilitate implementation and operation of family foundations, donor advised funds, and family philanthropy. For more information about the services provided by IFF Advisors, please log onto their website at www.iffadvisors.com.