Freeman, Freeman & Smiley LLP

Service Details

Institutional Advisory Services

Freeman Freeman & Smiley, LLP's Estate Planning attorneys are among the nation's leading counselors in endowment consultation for charitable and non-profit organizations.  Our practice specialties include:

  • Board Consultation
    Train boards and board committees on opportunities and responsibilities in planned giving programs. 
  • Fund-Raising Policy Design
    Identify issues in planned giving; consult with staff and board members on policies and procedures; prepare 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.