Foundation & Charity Management
Empower Your Mission With Financial Clarity
Leaders of nonprofit & tax-exempt organizations owe fiduciary duties to their organizations, but serving in this role generally doesn’t generally come with a crash course in nonprofit law.
Our team of nonprofit lawyers & CPAs has decades of experience working with some of the most complex foundations & charities across the US. We serve as legal & tax advisors to the Board of Directors, so you can focus on your philanthropic goals. We help organizations throughout the life cycle of a nonprofit, including:
- Start-Up
- Formation of nonprofit corporations & trusts
- Drafting organizational documents & policies
- Tax-exemption applications (IRS Form 1023)
- IRS determination letter process
- Operations
- Board development & governance
- Administrative services
- Guidance on fundraising & public support test
- Charitable activities & grantmaking programs
- Compliance
- “Exempt Check” compliance assessments
- Tax return preparation (IRS Form 990 series)
- Unrelated business taxable income planning
- Related party transactions & excise tax mitigation
- Termination & Liquidation
- Federal & state dissolution requirements
- Succession planning
- Winding up affairs
- Distribution of assets