Our attorneys form and administer charitable foundations, religious institutions, and educational endowments within and outside of Delaware. With experience in both formation and long-term governance, we help clients align their philanthropic goals with tax-efficient strategies. Our team are frequent speakers and educators on charitable planning, and we bring a collaborative, mission-driven mindset to every engagement.
Our tax-exempt organizations practice group assists in the creation of tax-exempt entities, whether as a plan for non-profit development by a group looking to make a difference in the community, or as a component of an estate plan that intends to incorporate charitable giving upon death. This practice supports nonprofit formation, compliance, and charitable giving strategies.
It includes:
- Entity formation, structuring, and obtaining IRS recognition for 501(c)(3) and other exempt organizations.
- Formation of Private Foundations and their specialized governance
- Advising on governance, required policies, public charity status, and filing exceptions.
- Drafting charitable trusts, donor-advised funds, and planned giving instruments as a part of an overall estate plan.
- Navigating IRS rules once a charitable organization is formed or even upon dissolution.
