Public Charities

We often serve as outside General Counsel, advising on all legal matters applicable to a large operational charity, including supervising outside counsel as needed, and we are also happy serving on a team as technical co-counsel with a focus in complex corporate, federal tax, or real estate matters.

Community Foundations

We advise on the operation of donor advised funds as well as the fundraising and governance support that community foundations often like to offer their grantees. We also advise on a range of fiscal sponsorship structures, which allow an existing charity to extend its tax-exempt status to a particular approved project within that charity's same mission area.

Private Foundations

We focus our practice in the private foundation federal tax rules and focus our practice on navigating the complex excise tax regimes to best protect our private foundation clients and the fiduciaries serving them.

Trade Organizations & Business Leagues

Our lawyers assist trade organizations with their unique tax-exempt compliance and governance needs as well as related complex finance and contract matters, especially working among many different entities within one corporate structure.

Charitable Trusts

We frequently work collaboratively with estate planning co-counsel to advise on the philanthropic and technical tax-exempt aspects of an estate plan. We frequently represent large fiduciaries, who are administering a portfolio of charitable trusts, on the most technical tax and trust issues. We often advise Trustees of charitable trusts on various areas.

Donor-Advised Funds & Sponsoring Organizations

We have assisted numerous national sponsoring organizations launch a DAF program or launch an illiquid asset giving program that funds DAFs, and we advise on a wide range of different types of illiquid asset gifts and donation agreements and side letters.