We serve as counsel to dozens of non-profit organizations, ranging from family foundations to amateur sports leagues to non-profit service businesses – for example, an organization that employs developmentally disabled persons in the food service industry.
How we can help
As part of our estate planning practice we counsel families on setting up family foundations, both for income tax planning and as a way to provide ongoing family management of assets devoted to charitable purposes. We also counsel clients on alternatives to a family foundation, including donor advised funds with the local community foundation, grant agreements with existing non-profit organizations and other arrangements.
If you are the executive director or are on the Board of Directors of a non-profit organization, we can offer advice and counsel on many legal, tax and management issues – such as, for example, how to structure the Board between fundraisers and program-oriented directors, how to set up an executive committee, how to acknowledge donor contributions and how to find reasonable liability insurance for Board members.
Several businesses, service clubs and trade organizations have come to us to organize charitable affiliates – charitable organizations that are organized and controlled by a business, service club or a trade group to receive charitable donations or carry on charitable activities of the founding organization.
We also counsel non-profit organization clients on the formation of for-profit subsidiaries, which allow them to carry on profitable activities that contribute to their support, but which might also jeopardize their tax exemptions if carried on directly.
As in other areas of our practice, we try to be sure that the work we do for non-profits is promptly delivered and reasonably priced, and that whatever we charge makes sense in terms of client value. We welcome the opportunity to discuss our capabilities in this area with you or your board at a mutually convenient time.