Charitable Giving

For many high-net-worth individuals, giving back is a core part of their legacy. At Nelson & Nelson, we help you align your philanthropic goals with strategic estate planning to maximize impact while minimizing tax exposure.

Whether you are interested in supporting specific causes, establishing a private foundation, or integrating charitable giving into a broader wealth transfer plan, we provide tailored guidance that honors both your values and financial objectives.

Purposeful Giving with Strategic Benefits

We assist clients with:

• Structuring charitable gifts for maximum tax efficiency

• Creating donor-advised funds and charitable trusts

• Establishing private foundations and family giving vehicles

• Integrating giving into multigenerational wealth planning

Our role is to help you give with intention and confidence. With a clear, customized plan, your generosity can make a lasting difference while supporting the financial well-being of your heirs.

A Personal Approach to Philanthropy

For many of our clients, charitable giving is not just a financial decision, but a reflection of personal values and legacy. We take the time to understand your motivations and help design a plan that reflects the causes and communities you care about most.

Our attorneys combine deep estate planning experience with a personal, collaborative approach to help ensure your charitable vision is carried out with meaning and lasting purpose.

Ready to explore the charitable possibilities within your estate plan?

We’re here to help you turn generosity into lasting impact. Contact us to start a conversation.