Selection of a Non-profit Entity

Our firm specializes in assisting our clients in reaching their charitable goals.  The first step with any charitable endeavor is to clearly identify the client’s charitable purpose, which will help the client determine whether it makes sense to support an existing organization with the same purpose, or to create a new organization to fill an unmet charitable need.   We help our clients review the different vehicles available for providing support, including providing direct gifts to existing charities, creating their own foundations, and establishing new charitable organizations.

Obtaining a Tax Exemption

We have helped many of our clients obtain tax exemptions.  Our attorneys specialize in preparing the complicated paperwork necessary for obtaining the exemption, and in leading the client through the lengthy IRS review process that is part of every application for tax exemption.

Fundraising/Capital Campaigns

non-profit organizations must find a way to raise sufficient capital to fund their operations.  Our attorneys commonly assist our non-profit clients with their fundraising challenges, including the regulatory hurdles that impact the ability to solicit donations and hold fundraisers, and employing fundraising technology and other online applications.  Many of our attorneys serve on boards of local charities and foundations, and bring the expertise that comes with this experience to fundraising and other issues.

Compliance Issues

non-profit organizations must file a number of regulatory reports annually, including reports to the IRS, the Massachusetts Attorney General, and the Massachusetts Secretary of the Commonwealth.  Our firm commonly advises clients of their compliance obligations, and can prepare the reports and tax returns that must be filed, or can provide a competent review of each report.

Employment and Volunteer Issues:

In addition to their employees, many non-profit organizations rely heavily on volunteers to accomplish their goals.  Our attorneys regularly advise clients of their obligations as employers, and of their obligations to their volunteers.  We also help our clients understand the special challenges that arise in dealing with minors, either as volunteer workers or as beneficiaries of the services that the organization provides.

Real Estate Issues

Non-profit organizations usually have special requirements for their operations, and those requirements can impact the suitability of the property they use.  We help our clients plan for these needs when purchasing or leasing property, and help ensure that they are addressed in all of the relevant documents.  We also help our non-profit clients deal with land use issues and with implementing conservation restrictions.

Joint Ventures

It often makes sense for non-profit organizations to work with other non-profit and for-profit entities, either for individual events or for long-term operations.  Our attorneys help our clients craft and negotiate precise agreements that clearly define each party’s obligations and benefits.  We also help our clients consider the impact of regulatory requirements on the proposed joint ventures, and can assist with finding the appropriate partners for the specific ventures.

Winding Down the Organization

When a non-profit decides to wind down its operations, there are precise legal requirements about how this can be accomplished.  We help our clients work with the IRS and the Massachusetts Attorney General to implement a strategy for wrapping up operations.  When it’s appropriate, we also help our clients find suitable successor organizations for transitioning operations and assets.

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