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Overview

By providing skilled legal guidance, our lawyers help nonprofit organizations achieve and maintain their philanthropic mission. Koley Jessen attorneys assist nonprofit and tax-exempt organizations in all legal aspects of formation, operation, funding and management.

We have extensive knowledge of nonprofit and tax-exempt laws and serve organizations at each stage of their development advising them on the unique issues that nonprofits face.  Our nonprofit client base includes public charities; private foundations; churches and religious organizations; hospitals and other healthcare organizations; schools and universities; research and environmental institutions; trade and professional associations; social clubs. 

Our firm advises on a wide range of nonprofit legal issues, such as:

  • Structure and formation of nonprofit entities
  • Obtaining 501(c)(3) or other tax-exempt status, and related compliance
  • Public charity support determinations
  • Excise taxes, unrelated business income and intermediate sanctions
  • Fundraising regulations and planned giving programs, including tax-exempt financing
  • Employment matters
  • Compensation issues
  • Charitable beneficiaries in estate and trust disputes and litigation
  • Regulatory compliance and disclosure requirements support
  • Drafting applicable policies/procedures and committee charters
  • Corporate governance support including advising c-suite officers and board members on fiduciary duties and responsibilities of directors, trustees and managers
  • Private foundation compliance, including self-dealing, program-related investments, non-lobbying advocacy, qualifying distributions, and scholarship programs/grant-making
  • Restructuring / termination of nonprofit organizations

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