Establishing Structure for On-going Philanthropy

The Family Background

Family dedicated to charitable giving was searching for an optimal method to achieve its philanthropic initiatives while optimizing their estate plan.

  • Create a plan and a structure to carry out the family’s wishes of giving back to the community for generations to come
  • The ability to support causes in the local community that are near and dear to the family’s values
  • Maximize the tax benefits for the family as a whole

Engage with a firm to evaluate numerous aspects of the patriarch and matriarch’s current estate plan, and their goals and objectives.  Assess and consider past giving practices, and future philanthropic plans to evaluate all charitable options to carry out their wishes.

The Family engages The Coury Firm
  • Conducted a deep dive into the various philanthropy options available to the family (e.g. Donor Advised Funds, Outright Gifts, Private Family Foundations, Charitable Trusts)
  • Through meaningful conversations and analysis, evaluated their entire estate plan and tax posture to best determine the appropriate structure that can most efficiently and effectively meet their charitable objectives
  • Assisted our client in creating and implementing a Non-Operating Private Family Foundation that was tailored to their mission and vision of helping local students attend local educational institutions through direct scholarship grants
  • In addition, we provided the necessary expertise in working with their outside advisers to successfully structure the donations to the foundation in a manner that maximized the tax benefits of their charitable endeavors
Continued Partnership
  • Working directly with the Foundation’s Board and Management Team on compliance, administration, polices and procedures, and continuous review and oversight of the overall structure in place
  • Manage the investment portfolio of the Foundation’s assets to meet the mission and objectives of the entity


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