Our experienced advisors identify the best vehicles for leveraging your "social capital" by controlling those dollars and giving back to your community, rather than sending them to a taxing authority where you lose control of their application.
Baker Tilly helps clients create and administer charitable trusts, private foundations, donor advised funds, charitable gift annuities, and tax-exempt organizations in order to acheive their philanthropic, personal, and tax-planning objectives.
We would welcome the opportunity to be of service in these and other ways:
Consulting regarding your philanthropic and financial objectives
Planning for charitable lead and remainder trusts and charitable gift annuities
Establishing private foundations and donor advised funds
Preparing and filing Form 1023, Application for Recognition of Exemption, and obtaining favorable U.S. Treasury Department rulings regarding tax-exempt status
Counseling officers and directors on rules governing charitable organizations
Preparing Forms 990 and 990PF income tax and informational returns for charities and private foundations, as well as tax returns for charitable trusts
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