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  5. ›RFP360 SFP 2026-15 Charitable Trust & Investment

Office of the Attorney General·Virginia

RFP360 SFP 2026-15 Charitable Trust & Investment

Closes 10/12/2026$100k – $300kRequest for Proposal
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Description

The Office of the Attorney General (OAG) of Virginia is seeking qualified attorneys to provide comprehensive legal counsel and representation concerning charitable trusts, gifts, tax implications, and investment matters related to planned giving. The scope includes advising OAG and its client agencies on the formation, administration, and compliance of charitable trusts, reviewing and structuring charitable gifts, handling tax issues, and providing investment guidance. This solicitation targets firms or individual attorneys with expertise in nonprofit law, trust and estate planning, and related financial matters. • Advise OAG and client agencies on charitable trust creation, administration, and compliance. • Provide legal analysis on charitable gifts, tax consequences, and investment strategies. • Represent OAG in any litigation or regulatory matters arising from charitable and investment activities. • Deliver written opinions, contracts, and other documentation as required. • Maintain confidentiality and adhere to all applicable state and federal laws.

Attached files

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Contact

Antonio Kornegay

Key dates

Opened
9/16/2026
Closes
10/12/2026

Last updated

Details

Type
Request for Proposal
Industry
Legal Services
NAICS
541110
Solicitation №
RFP-128551

Budget estimate

$100,000 – $300,000

No specific contract value is disclosed. Based on comparable state‑level legal service contracts for charitable trust and investment advisory work, a typical range falls between $100,000 and $300,000 for the duration of the engagement, depending on the complexity of trusts, number of client agencies involved, and the depth of representation required.

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