From the forming of a nonprofit organization and obtaining tax-exempt status from the IRS to complying with federal and state laws governing fundraising and operations, the advice of experienced legal counsel is crucial-at every stage of development.
Leaders of the nonprofit organization are focused on developing its mission and resources. Guidance from legal counsel with special expertise in federal and state laws applicable to nonprofit organizations enables leaders to grow the organization with the assurance that legal requirements are being met.
We specialize in legal services for the nonprofit community which includes both nonprofit organizations and service providers (e.g., fundraising counsel and fundraisers) to nonprofit organizations.
We advise in regard to options for the formation of a new non-profit organization, draft the necessary documents to create the organization, and secure IRS recognition of tax-exempt status. We also provide state charitable solicitation registrations for 501(c)(3) organizations, as may be needed.
When you retain us to create the non-profit organization and obtain recognition from the IRS of its tax-exempt status, you are getting much more than documents. You receive a comprehensive consultation to make sure you understand formation options and governance options. You won't get this from lawyers who are not experienced in non-profit organizations.
Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
Securing IRS Recognition of Tax-Exempt Status (IRS Forms 1023 and 1024)
Advice as to IRS Form 990 (Annual Tax Information Return)
State Regulatory Compliance
Charitable Solicitation Registrations
Tax Advice (Avoiding Unrelated Business Taxable Income; Maintaining Tax-Exempt Status)
Representation in IRS Audits and Tax Controversies, Including In Tax Court
Group Exemption Rulings
Non-Profit Mail Permits (and USPS matters related thereto)
Executive Compensation Planning
Charitable Giving Generally (Both Lifetime and Testamentary)
Planned Giving (including Charitable Remainder Trusts and Charitable Gift Annuities)
Advice Regarding and Review of Fundraising Agreements of All Types
Intellectual Property Protection (Copyrights and Trademarks)
Investment Policies (compliance with UMIFA and UPMIFA)
Conflicts of Interest Policies and Interpretation
Corporate Sponsorship Agreements
Royalty License Agreements
Charitable Sales Promotion Agreements
Combined Federal Campaign and State Civil Service Campaigns