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Non-Profit & Tax Exempt Organizations


Our Non-Profit and Tax Exempt Organizations lawyers advise these unique clients on a wide range of tax, corporate and other matters critical to their success. We assist with the creation and ongoing operation of non-profit and tax exempt clients by providing advice on corporate structure, governance, fiduciary duties and conflicts of interest. 

We have extensive experience working with clients from inception – preparing key organizational documents and tax-exemption applications – and we provide the full spectrum of legal services needed by these clients to succeed – from employment law to advice on political spending.

Our team of experienced tax lawyers can address the full range of tax matters critical to these organizations, such as intermediate sanctions, private benefit, unrelated business income tax, tax-exempt financing, private foundation compliance, tax reporting and employment and excise tax matters. We have deep experience dealing with the IRS, obtaining tax determinations and rulings, coordinating tax audits, and handling tax controversies, both administratively and in court.

Our lawyers also counsel section 501(c)(3) organizations in fundraising and donor-related activities, providing advice on matters such as:

  • Compliance with charitable solicitation laws – read more
  • Availability of income tax deductions for donors, and substantiation requirements
  • Creation of donor advised funds, field of interest funds and endowment funds
  • Creation of charitable remainder and lead trusts
  • Creation of gifts annuities and pooled income funds


Representative Clients
Our Non-Profit and Tax Exempt Organization clients include:

  • Public charities
  • Private foundations
  • Governmental and quasi-governmental entities
  • Healthcare organizations
  • Educational institutions
  • Social welfare organizations
  • Professional societies
  • Trade associations
  • Cooperatives
  • Political organizations


Industries & Practices

Trademark, Copyright, Advertising & Brand Management
  • Benefits & Compensation
  • Cooperative Law
  • Food & Agribusiness
  • Health Care
  • Indian & Alaska Native
  • Labor & Employment
  • Public Finance
  • Tax
  • Tax Controversy & Litigation
  • Trademark, Copyright, Advertising & Brand Management
  • Trusts & Estates
  • Trusts & Estates Litigation