- areas of expertise
Led by Barbara Shiers, the Charitable Organizations Group offers a full range of legal services to exempt organizations serving industries and causes throughout the world.
We represent individual donors, donor-advised funds, private foundations and public charities, including charitable trusts, grant-making organizations, museums, theatre companies, music and arts associations, healthcare and social welfare organizations, schools and other educational organizations, and advocacy groups.
Secure and Maintain Exempt Status
We help clients establish and protect their tax-exempt status, and create the proper corporate or trust form to meet their charitable goals.
Comply with State Registration Requirements
We prepare, file and monitor state registration filings for charitable solicitations and commercial co-ventures nationwide.
Structure Critical Agreements
We negotiate and draft sponsorship, endowment, affiliation, joint venture, fundraising, and other agreements, and we structure compensation packages for key executives.
Structure Grantmaking Policies
We negotiate and draft grant agreements, including grants for general support and specific projects or programs, and assist our clients in structuring grantmaking policies and procedures.
Comply with IRS and State Regulations
We help clients structure program-related investments, respond to allegations of self-dealing, review annual tax filings (e.g., Form 990) and handle other compliance issues.
Resolve Tax Audits and Controversies
We assist our clients in tax audits, prepare tax positions and protests, and handle appeals and litigation.
Handle Unrelated Business Income Tax Issues
We help clients assess potential UBIT liabilities.
Advise on Governance Issues
We advise clients on governance issues, including the fiduciary duties of board members and officers, conflicts of interest, committee responsibilities and charters, and indemnification rights, and we structure and prepare related policies, including conflicts of interest policies, joint venture policies, compensation policies, investment policies, whistleblower policies, and document retention policies.
Meet Individual Goals
We counsel individuals, business owners, and corporate executives on all areas of tax and estate planning, and we help individual donors structure gifts, bequests and other charitable giving to meet their financial and personal goals.
Team with Advertisers
Our combined expertise in advertising and charitable organizations law makes us a go-to firm for advice on "commercial co-ventures" - where for-profit companies wish to advertise that a portion of their revenue will benefit a charitable cause.
Team with Entertainment
We have 35 years of entertainment and media experience, and exempt organization clients have successfully called on us to connect them with television shows, music festivals, and other appropriate entertainment vehicles.