Tax Exempt Organizations; Charitable Giving

Non-Profits and Charitable Donations

Our tax attorneys are experienced advising clients regarding the formation, qualification for exempt status, operations, and funding of tax exempt organizations. Some of our attorneys have served on various non-profit boards, giving them first hand insights into how decisions are and should be made to protect the interests of the intended beneficiaries and mitigate legal risks. 

In addition to forming tax exempt organizations, and serving as outside legal counsel to such entities, our tax attorneys regularly advise clients about charitable giving as part of legacy planning, including the formation of certain trust vehicles as estate tax minimization strategies.

Our team attorneys advise non-profits on various tax and legal issues including 

  • prohibitions against private inurement 
  • excise taxes and self-dealing rules pertaining to private foundations
  • planning investments to avoid unrelated business income tax
  • Best practices for Board operations and  governance

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