Our attorneys represent and assist in the formation and administration of not-for-profit organizations and various charitable private foundations for individual and corporate clients. In addition, we assist our tax-exempt organizations in their planned giving programs. Amongst other things, our attorneys:

Work with planned giving directors in implementing, operating and expanding a planned giving program

Advise our exempt organization client on a prospective planned gift to the client

Prepare all documents incident to obtaining tax-exempt status for private foundations and public charities

Advise our exempt organization clients as to all tax matters, including, but not limited to, unrelated business income tax, private foundation excise taxes and public charity excess benefit penalty taxes

For further information, see also our Charitable Gift Planning and Trusts and Estates Practice Areas.

For further information on our Exempt Organizations practice area, please contact Philip T. Temple.