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Overview

Charitable giving can be an integral part of the legacy we leave. Calfee attorneys are keenly focused on assisting our clients with navigating and balancing the values-based and tax-saving aspects of this important facet of estate and financial planning. 

We can assist in planning and implementing lifetime gifts as well as testamentary gifts. Strategies vary from outright gifts to charitable trusts, gift annuities, donor-advised funds or private foundations.

On the other end of the spectrum, we can provide counsel regarding the formation, operation or termination of nonprofit organizations. 

Calfee and our lawyers actively support a number of charitable causes, and, likewise, assist our clients in supporting their important causes.

From planning to implementation, we add value by quantifying the potential tax savings of various strategies, as well as the impact such strategies will have on their heirs. We design and implement vehicles that can benefit charitable causes outright and immediately or can offer a deferred approach with greater control by the donor.

We are experienced advising clients regarding tax-advantaged strategies, such as charitable remainder trusts and charitable lead trusts, which can be leveraged to generate significant benefits to both charitable institutions as well as non-charitable donees, including direct heirs.    

Our professionals are strongly committed to helping you achieve your charitable goals. 

Noteworthy

Chambers USA Ranked Calfee as "Leading Law Firm" in Private Wealth Law 2018

Calfee is ranked as a "Leading Law Firm" in Private Wealth Law (Ohio) the Chambers High Net Worth Guide 2018. Chambers HNW is the only independent directory specifically aimed at the private wealth market that ranks law firms according to their private client disciplines.

As part of the ranking process, Chambers HNW interviews clients and sources to obtain feedback on the firm’s practice. A source said Calfee’s attorneys “have an outstanding reputation – they are known for being very sophisticated planners but also warm and genuine with clients, and they have a very, very loyal following.”

Another Chambers HNW source mentioned, "They're extremely collaborative, they're comfortable being part of a team, communicating with everyone on the team and getting things done cost-effectively."

A market insider highlights the firm's "strong reputation with small businesses," going on to explain that "they believe in personal relationships, they get intimately involved with businesses they represent. They understand the family dynamics of a small business."

Another Chambers HNW source reports that "the firm's experience with this market is extensive. [Calfee] provides thorough, efficient, and timely legal services to clients of all sizes. Calfee lawyers understand the need for empathy and kindness and are available to counsel family clients as needed. A strong suit is their communication talents. No question is left unanswered; their responses are thought-out and thorough. They use their experience to anticipate future events. Then they explain their thinking in clear, concise terms that maintain the clients' understanding. Their advice and counsel are always reasoned and always relevant.”

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"They're extremely collaborative, they're comfortable being part of a team, communicating with everyone on the team and getting things done cost-effectively."

Chambers USA, Private Wealth Law 2018

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