Tax-Exempt Organizations & Charitable Planning

Charitable Giving Is Crucial To Our Communities, But Tax Regulations And Compliance Are Complicated.

We assist with all kinds of charitable giving, whether during life or at death, whether outright or in trust, and whether involving donor advised funds, private foundations, or public charities. We also assist with the funding of endowments and the use of gift annuities, as well as with the creation of charitable remainder trusts and charitable lead trusts. We appreciate the tax benefits of using retirement benefits for purposes of charitable giving, including the use of qualified charitable distributions.

We often assist clients in the creation and maintenance of non-profit organizations, both trusts and corporations, and with the associated state and federal filing requirements. This includes preparing and filing applications for tax-exempt status with the IRS.

Our clients’ charitable giving is designed around qualifying for relevant charitable tax deductions. We also assist with ongoing tax reporting requirements, including the filing of annual returns such as Forms 990, 990-PF, and 5227. In addition, we have frequently advised clients to avoid the prohibited transaction rules and follow other tax laws applicable to private foundations.

Our team of excellent attorneys below can assist your charitable organization or support your charitable giving.