Charitable Giving


Charitable Planning Lawyers in Monument, CO

Charitable giving can be an important part of estate planning and philanthropy. It is one of the most impactful ways of preserving your legacy. However, making charitable donations requires careful consideration and planning. Certain steps must be taken to ensure compliance and to maximize potential tax benefits. Mason Law & Planning Group helps clients navigate the complexities of charitable giving, making the process relatively seamless and stress-free. We can provide advice on the best way to structure a donation, help with tax deductions and exemptions, structure and facilitate the transfer, and ensure that all legal requirements are met. 

Our attorneys strive to create charitable donation plans that will meet the long-term goals of donors. This may include setting up a charitable remainder trust or private foundation, establishing criteria for donations, and determining how to distribute funds. Additionally, we provide guidance on how best to maximize the impact of donations by researching organizations and verifying their legitimacy. 

If you are planning to make a donation or contribute to a private foundation, we encourage you to contact our office and request a consultation with our Monument charitable planning attorneys.

Client Reviews
  • A wonderful and professional office!

    Anna is very knowledgeable and attentive when it comes to going over documents. You can see that she loves her job and puts her all in to it!

    - Marquez R.
  • We especially like the annual revisiting of our plan

    We were impressed by the knowledge of everybody in the office, and their willingness to help us not only understand our estate plan, but to assist us in making it work the way we need it to.

    - Kelly B.
  • We made a very thorough review of my trust, and all my questions were answered.

    Some slight changes were necessary, and they're preparing them and have already set up a date for another review in a week.

    - Terrell N.

Charitable Giving in Colorado Springs & the Surrounding Areas

Although well-intentioned, it’s sometimes the case that charitable donations have unexpected legal and tax implications that may negatively affect the donor. This is because there are certain rules and regulations that must be followed when making these charitable contributions. Failure to comply with these laws can result in serious consequences, including fines, civil litigation, and even criminal prosecution. It’s important to note that these laws may differ from state to state, depending on the type of charitable giving in question. 

In terms of taxes, donors should also be aware that not all donations are tax-deductible. In order to qualify for a deduction, the donation must meet certain criteria set forth by the IRS. Additionally, donors must keep accurate records of their donations to claim a deduction on their taxes. Failure to do so could result in an audit or other penalties. 

Charitable Planning Services 

The charitable planning attorneys at Mason Law & Planning Group have 30+ years of combined experience helping clients plan and execute complex estate planning, tax, and charitable giving strategies. We are committed to using this experience to facilitate your long-term goals and provide you with knowledgeable and informed counsel when you need it the most. Whether you want to make regular contributions or large donations, we can provide you with up-to-date information about changes in the law or income tax requirements that may impact your charitable giving plans in one way or another. It’s our aim to ensure that your donations have maximum impact while meeting all legal requirements. 

Call (719) 292-1888 or message us online to begin a discussion with our charitable planning lawyers in Monument, CO. We also serve Colorado Springs and the surrounding areas.

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