We are privileged to represent a wide range of nonprofit organizations in the communities we serve and our counsel guides clients through the increasingly complex maze of regulations governing the organizations within which they operate. From corporate governance, transactions and real estate issues, we will provide the most current legal counsel. Representative clients of our Firm’s tax-exempt organizations include the following: cultural institutions, religious organizations, social service agencies, private foundations, trade, and professional associations and advocacy groups.

We assist in the preparation of tax exemption applications and information returns and provide advice on issues including restrictions on lobbying and political activities and the applicability of the intermediate sanction rules. We also advise our clients on state law issues, including nonprofit corporation laws, property, and sales tax exemptions, charitable solicitation regulations and issues relating to charitable trusts. Our role is to design legal structures that meet the client’s strategic goals effectively and efficiently. Because of the central position of nonprofit organizations in their communities, we focus on both the legal and the community relation aspects of their activities. We also recognize that the trustees of these organizations, who are mostly volunteers, deserve to have the organization – and its lawyers – make sure that they are not exposed to legal or other risks as a result of their efforts.

We also assist clients in conducting internal reviews of their governance procedures and help them develop best practices including the preparation of governance guidelines, bylaws, committee charters, conflict-of-interest policies and ethical conduct statements, as well as advise directors and officers on their fiduciary responsibilities and indemnification and insurance issues. We provide the resources our clients require for achieving charitable solicitation and fundraising compliance.