View All Practice Areas Tax & Estate Planning Tax-Exempt Organizations & Charitable Planning Professionals Jay B. Bell Jeremy K. Cooper Serena Baig Cooper Mark F. Dahle Jr. Adam W. Dayton Bryan D. Dixon Tyler J. Hubbard Bryant W. Jensen Victoria T. Linde David J. Lyon Stephen R. Sloan David E. Sloan Stephen D. Swindle James C. Waddoups William J. Whitaker Charitable Giving Is Crucial To Our Communities, But Tax Regulations And Compliance Are Complicated. We assist with all kinds of charitable giving, whether during life or at death, whether outright or in trust, and whether involving donor advised funds, private foundations, or public charities. We also assist with the funding of endowments and the use of gift annuities, as well as with the creation of charitable remainder trusts and charitable lead trusts. We appreciate the tax benefits of using retirement benefits for purposes of charitable giving, including the use of qualified charitable distributions. We often assist clients in the creation and maintenance of non-profit organizations, both trusts and corporations, and with the associated state and federal filing requirements. This includes preparing and filing applications for tax-exempt status with the IRS. Our clients’ charitable giving is designed around qualifying for relevant charitable tax deductions. We also assist with ongoing tax reporting requirements, including the filing of annual returns such as Forms 990, 990-PF, and 5227. In addition, we have frequently advised clients to avoid the prohibited transaction rules and follow other tax laws applicable to private foundations. Our team of excellent attorneys below can assist your charitable organization or support your charitable giving. Professionals Jay B. Bell Attorney / Of Counsel Jeremy K. Cooper Attorney / Of Counsel Serena Baig Cooper Attorney / Of Counsel Mark F. Dahle Jr. Attorney / Partner Adam W. Dayton Attorney / Of Counsel Bryan D. Dixon Attorney / Of Counsel Tyler J. Hubbard Attorney / Associate Bryant W. Jensen Attorney / Partner, Director Victoria T. Linde Attorney / Associate David J. Lyon Attorney / Partner Stephen R. Sloan Attorney / Partner David E. Sloan Attorney / Partner Stephen D. Swindle Attorney / Partner James C. Waddoups Attorney / Partner, Director, Secretary William J. Whitaker Attorney / Partner