“The team is praised for its productivity and turnaround, with sources remarking: ‘They respond to queries in minutes.’”

- Chambers & Partners

Exempt Organizations and Charitable Giving

Our firm represents charitable and other tax-exempt organizations on the full range of legal and operational issues that they confront – including the increasingly complex tax compliance challenges that have arisen as Congress and the IRS have focused their scrutiny on the nonprofit sector in recent years. We also advise private individuals on their planned giving strategies, helping them structure charitable gifts and bequests in the manner than most effectively implements their philanthropic goals and donor intent while maximizing the potential tax benefits.

In conjunction with our business tax practice, we also have considerable experience assisting major corporations with their corporate philanthropy initiatives and company-sponsored private foundations. There are numerous ways that businesses can leverage their philanthropic investments to further their community involvement goals, including employee matching gift programs, scholarship and disaster relief funds, cause-based marketing campaigns and sponsorships, and community development joint ventures. We regularly assist companies in formulating innovative corporate giving strategies and managing the associated legal compliance issues. 

SAMPLE EXEMPT ORGANIZATION CLIENTS
  • American Manufacturing Trade Action Coalition
  • Bayer Foundation
  • Diana Davis Spencer Foundation
  • General Motors Foundation
  • International Cemetery, Cremation and Funeral Association
  • Jacobs Engineering Foundation
  • Longwood Gardens
  • S.C. Johnson Fund
  • Welfare Foundation
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