PHILANTHROPY

Our attorneys bring their experience in estate and income tax law to guide individuals and families through the complex legal and tax landscape of charitable giving. We provide personalized counsel to help clients align their values with their wealth, maximize the impact of their donations, and ensure legal compliance across all gifting strategies.

We advise on lifetime and legacy giving with complex assets and gift documentation.

We assist our clients in establishing private foundations, donor-advised funds, charitable remainder trusts, charitable lead trusts, charitable annuities and other structures in addition to making direct contributions to nonprofit organizations.

Our thoughtful counsel enables our clients to optimize both tax efficiency and charitable benefit.

CHARITABLE ORGANIZATIONS

The firm provides comprehensive legal services tailored to the unique challenges and opportunities faced by charitable organizations. Attorneys in our Private Clients, Corporate, Tax, Employment, Real Estate, Intellectual Property and Litigation departments work together to assist a wide range of charitable entities, including public charities, private foundations, religious organizations, and educational institutions.

Our services for charitable organizations include:

• Formation and Governance: Advising on entity formation, drafting organizational documents, and ensuring compliance with state and federal nonprofit requirements.
• Tax-Exempt Status: Guiding clients through the process of obtaining and maintaining tax-exempt status under the Internal Revenue Code.
• Regulatory Compliance: Assisting with ongoing compliance matters.
• Charitable Giving and Fundraising: Advising on fundraising campaigns, charitable solicitation laws and endowment management.
• Grant-Making Activities: Advising on structuring grants to other nonprofit organizations.
• Employment Issues: Counseling on employment practices, and risk management strategies to protect organizations and their stakeholders.
• Mergers, Affiliations, and Dissolutions: Providing strategic guidance for nonprofit mergers, collaborations, restructuring, and winding down operations.

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