Tax-Exempt Organizations: Formation and Governance

Our lawyers bring extensive experience in guiding clients through every stage of the tax-exempt organization’s life cycle, from the initial planning phase to establishing strong governance and operational practices. In addition to assisting with formation and operation, we also provide guidance on strategic partnerships with both tax-exempt and for-profit entities. Our counsel covers a wide range of operational matters, including mergers and dissolutions. We have also led high-profile, complex internal investigations for tax-exempt organizations on a range of issues, including governance, financial management, employment practices, and charitable operations.

How We Can Help

• Developing organization documents for the formation of 501(c)(3) or 501(c)(4) tax-exempt organizations
• Providing guidance on board structure, duties, and conflict of interest policies
• Designing bylaws and other organizational policies
• Advising on employee classification and compensation compliance
• Ensuring compliance with fundraising regulations and grant reporting
• Advising on lobbying rules and political activity compliance
• Conducting audits and advising on risk management practices