Our services in matters of private and corporate philanthropy are comprehensive and include:
- Assisting for-profit corporations in structuring internal and external charitable giving programs, including scholarship and relief programs for employees.
- Working with individual and corporate clients to transfer and obtain income tax deductions for large liquid and non-liquid charitable gifts.
- Assisting charitable entities in implementing and revising governance documents and policies.
- Working with charitable entities to carry out complex national and international grants and loans to individuals and other charitable entities.
- Assisting charitable entities with program-related investments.
- Analyzing and solving unrelated business income tax issues for charitable entities.
- Forming and obtaining tax-exempt status for wide-range of tax-exempt entities, including private foundations (operating and non-operating), public charities, supporting organizations, social welfare organizations, social clubs, trade and business associations and community foundations.
- Assisting charitable entities in reclassifying their tax-exempt status with the Internal Revenue Service.
- Protecting charitable beneficial interests in estate and trust administrations.
- Dissolving operating and nonoperating charitable entities.
- Coordinating merger of operating charitable entities.
- Preparing fund agreement templates for community foundations and other charitable entities.
- Assisting private foundations in navigating complex operating restrictions, including the self-dealing rules.
- Advising charitable entities regarding compliance with the Uniform Prudent Management of Institutional Funds Act.