Charitable Giving Workbook

Donohue, O’Connell and Riley serve as tax, estate planning and elder law counsel to over 5,000 businesses and individuals. Many of our clients have accumulated their wealth over a lifetime of hard work. We help them protect these assets from taxation, probate and long-term care costs to preserve their legacy and ensure a smooth transition of their hard-earned life-savings between generations. 

One smart way to do this is for donors to consider leaving a legacy to a philanthropic cause. By naming a charity as a beneficiary of your estate plan or retirement account, you can ensure that your legacy will have a lasting impact.
This workbook puts forward several such strategies. Please download it here to help you manage your assets strategically and avoid the traps that can undermine the fruits of your life’s work.