Nonprofit & Tax-Exempt Organizations Practice

Charitable organizations and other tax-exempt entities are subject to complex legal rules, including the tax laws governing the formation, operation, contributions, and dissolution. For private foundations, the rules are particularly strict, and violations can trigger large penalties. Jones Waldo’s Nonprofit and Tax-Exempt Organizations Practice Group provides comprehensive advice regarding the formation and governance of not-for-profit organizations.

The Nonprofit and Tax-Exempt Organizations Practice Group assists clients in obtaining tax-exempt status under federal and state tax laws. We also advise tax-exempt organizations with respect to reporting, disclosure, and other compliance issues; e.g., prohibited transactions, unrelated business income tax, excess benefit transactions, business arrangements between tax-exempt organizations and individuals and/or for-profit entities, etc.

Additionally, we represent individual donors, and donor organizations, on planned giving strategies.

Our attorneys have provided these service to many types of non-profit and tax-exempt organizations, including charitable organizations, hospitals, private foundations, private operating foundations, social welfare organizations, labor organizations, trade associations, educational organizations, social clubs, political organizations, homeowners’ associations, and other non-profit organizations.

Nonprofit and Tax-Exempt Organizations Attorneys