A Trust? A New Nonprofit?
Charitable donors face a multitude of sophisticated options and complicated choices in determining how to achieve their philanthropic goals. Both the type of charitable vehicle and the assets utilized are often subject to highly complex and rigorous tax requirements imposed under the Internal Revenue Code. We will work with you to determining the best strategy to further your philanthropic objectives.
Expertise here requires experience in corporate law, taxation, and planned giving. Our goal is to devise prompt, creative legal solutions which enable clients to accomplish their goals effectively.
We have experience providing donors with advice furthering their philanthropic goals . Our experience includes working with private foundations, charitable remainder trusts, charitable lead trusts, donor advised funds and supporting organizations, and a host of other planned giving organizations. We work closely with non-profit organizations becoming well versed in their governance, operation, tax issues, and obtaining and maintaining tax exemption status with the Internal Revenue Service.
- Selecting the most appropriate type of exempt organization form
- Structuring board of directors
- Structuring the organization and governance
- Drafting and filing of organizational documents
- Securing tax-exempt status