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Sectors We Serve

Tax Law

We pride ourselves on providing tax-exempt organizations with exceptional legal counsel on tax law issues, including:

  • Obtaining and maintaining federal tax-exempt status

  • Complying with federal and state tax-exemption laws

  • Review of IRS Form 990

  • Review of IRS Form 990-PF

  • Review of IRS Form 990-T

  • Property tax exemption

  • Sales tax exemption

  • Group tax exemptions

  • Self-dealing and excess benefit transactions

  • Unrelated Business Income Tax (UBIT)

  • Federal restrictions on lobbying and political activity

  • Real estate and illiquid asset donations

Corporate Governance

We advise tax-exempt organizations and for-profit companies on corporate governance to comply with legal requirements and fiduciary obligations by providing counsel on issues such as:

  • Drafting, filing, and reviewing Articles of Incorporation

  • Drafting, filing, and reviewing Bylaws

  • Complying with fiduciary obligations

  • Corporate affiliations

  • Reorganizations

  • Mergers

  • Divisions

  • Asset transfers

  • Nonprofit joint ventures

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Investments

We advise tax-exempt organizations on legal issues related to investments and endowment and restricted fund management, including:

  • Prudent investing under state law

  • Program Related Investments

  • Mission Related Investments

  • Partnership investments, including joint ventures and K-1 review

  • Endowment management

  • UPMIFA (the Uniform Prudent Management of Institutional Funds Act)

  • Pennsylvania analogous rules to UPMIFA, PA Act 141

  • Donor-Advised Fund management

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Fundraising

We help organizations accept donations that may carry tax consequences and provide counsel on:

  • Charitable solicitation registration

  • Complying with state solicitation regulations

  • Planned giving

  • Real estate donations

  • Illiquid asset donations, such as restricted stock or partnership interests

  • Donor-Advised Fund management

  • Corporate sponsorships

  • Earned revenue

  • Gift shops

  • Major gifts

  • Donation agreements

  • Endowment and quasi-endowment creation

  • Restricted charitable trusts

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Grantmaking

We provide tailored advice to grantmakers on the following areas:

  • Equivalency Determinations

  • Grant Agreements

  • Qualifying Distributions

  • Endowment management

  • Donor-Advised Fund management

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