Tax-Exempt Organizations

The economic shifts of the last several years have had far-reaching effects on tax-exempt organizations.

This burden has been compounded by changes in tax law, increased scrutiny of boards of directors, and rising concerns about compliance and governance. As a result, not-for-profits are facing an array of new challenges —and new opportunities.

We want to partner with you to help you confidently navigate this shifting landscape and ensure the long-term health of your organization.

We have a long and successful history serving many types of tax-exempt organizations including:

  • Private and public foundations, schools (including public and private colleges, universities, and charter schools) and other educational institutions
  • Museums
  • Research institutions
  • Hospitals and health care entities
  • Trade and professional associations
  • Social clubs
  • Other not-for-profit organizations

We also represent a variety of for-profit and “hybrid” entities (such as benefit corporations) that are working with, partnering with, receiving fundraising from, or otherwise engaging with tax-exempt organizations.


501(c)(3) Status Success Rate

Our areas of focus include:

  • Formation Matters
  • Obtaining Tax-Exempt Status
  • Federal State and Local Filings
  • Working with Governmental Agencies (IRS, Departments of Law, Departments of State, Departments of Education, Departments of Health and Various Local Agencies)
  • Operational Matters
  • Tax Planning
  • Governance Structuring
  • Fundraising
  • Investments
  • Copyright/Trademark/Patent Matters
  • Personnel Matters
  • Real Estate Matters
  • Mergers and Acquisitions, Joint Ventures and Consolidations
  • Grant Making and Expenditure Responsibility
  • Director’s and Officers’ Liability and Insurance
  • Asset Protection
  • Fiduciary Obligations
  • Employment Classification Issues
  • Endowment Issues
  • Unrelated Business Income Tax Issues

We take seriously our role as advisors to tax-exempt organizations and other clients. We draw on our extensive legal knowledge as well as our practical experience with not-for-profit organizations of all types. We seek a thorough understanding of our clients’ objectives and then provide the resources and the commitment to make them happen.

How can we help?