Charitable Planning

Team Hands in a circle - Charitable Planning, Denver, CO

Charitable Planning

Charitable planning allows our clients to plan gifts to those special charities that mean the most to them. Our team can help clients with simple contributions, private foundations, charitable remainder trusts, and charitable lead trusts, each providing unique advantages for both the client and the recipient. We thoroughly explore the philanthropic goals of our clients, whether they want to make an immediate impact or leave a legacy that supports causes for generations to come. In particular, charitable remainder and lead trusts allow clients to balance the interests of their loved ones and charitable beneficiaries, offering both flexibility and long-term financial security. Our team advises clients on the significant tax benefits of different planning approaches in the charitable space, ensuring that their generosity not only has a meaningful impact on the charities they care about but also maximizes the available savings from a tax perspective. By structuring these gifts wisely, clients can minimize estate taxes, capital gains, and income taxes, while enhancing their philanthropic goals.

N

Strategic Charitable Giving

N

Diverse Charitable Trust Options

N

Tax-Optimized Charitable Planning

Navigate Charitable Planning Services

Supporting the causes you truly care about requires thoughtful planning, ensuring that your contributions make the biggest difference. At Illumine Legal LLC, we provide expert consultation, planning, and advisory services, helping clients target their money exactly where they want it to go. Whether you are focused on providing immediate support to local charities, setting up endowments, or creating a family foundation to support a cause for generations, we guide you through every step. Even if you don’t already have a specific charity in mind but feel strongly about giving back, our team can help you evaluate different opportunities. We’ll work closely with you to identify organizations whose missions align with your values and help ensure that your contributions make the largest possible impact. Our approach to charitable planning is comprehensive, ensuring that both your financial and personal goals are met.

Illumine Legal - John Valentine - Charitable Planning

Denver’s Premier Charitable Planning Firm

When it comes to charitable planning in Denver, Illumine Legal LLC is the firm of choice for those who want to make a lasting impact. Whether you’re interested in supporting a well-established cause, or want to leave a personalized legacy through a private foundation, we help you take the right steps toward achieving your goals. Our in-depth knowledge of charitable giving strategies ensures that your assets are directed in the most efficient and impactful manner possible. From tax-advantaged giving to long-term trusts, we help you explore all your options so that you can maximize both your philanthropic goals and tax benefits. With our expertise, you can confidently support the causes and organizations that mean the most to you, making a difference for years to come.

 

Our Charitable Planning Attorneys

Primary Contact

W. Douglas Hoak

Additional Contacts

John Valentine
Jennifer Clouse

Get in Touch

Illumine Legal LLC proudly provides services to those in need. We also take pride in helping our community.