The Charitable and Non-Profit Practice Group focuses on clients exempt from federal taxation under Section 501 of the Internal Revenue Code, which include charities, educational institutions, hospitals and other health-care providers, religious organizations, private foundations, trade associations, social welfare organizations, and social clubs.
The firm has always had a robust representation of a wide variety of tax-exempt organizations. Attorneys in the group have expertise in organizational and operational issues, governance, unrelated business income implications, endowment management, trust formation, and charitable giving. The group has experience with relevant federal tax law and state regulatory oversight relating to tax-exempt organizations.
The Charitable and Non-Profit Practice Group is part of the firm’s Corporate and Tax group, which includes more than 25 legal professionals. The Charitable and Non-Profit Practice Group includes representatives of the firm’s affiliate, Helix Strategies, LLC, who offer strategic planning and training to non-profit professionals. The group also works closely with the Financial Services Group, which represents 501(c)(3) organizations with their taxable and tax-exempt borrower and related needs, including financings through complex master indenture and similar structures.