Non-Profits

From the forming of a non-profit organization to obtaining tax-exempt status from the IRS, to complying with federal and state laws governing fund-raising and operations, the advice of experienced legal counsel is crucial at every stage of development.

Leaders of the non-profit organization are focused on developing its mission and resources. Guidance from legal counsel with special expertise in federal and state laws applicable to non-profit organizations enables leaders to grow the organization with the assurance that legal requirements are being met.

We have the experience, expertise, resources, and archives to provide the answer you need, when you need it.

Incorporation, Tax-Exemption, State and Federal Regulatory Compliance

We advise in regard to options for the formation of a new non-profit organization, draft the necessary documents to create the organization, and secure IRS recognition of tax-exempt status. We also provide state charitable solicitation registrations for 501(c)(3) organizations, as may be needed. These services are usually provided on a "fixed fee" basis.

Our services include:

• Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
• Securing IRS Recognition of Tax-Exempt Status (IRS Forms 1023 or 1024)
• Advice as to IRS Form 990 (Annual Tax Information Return)
• State Regulatory Compliance
• Charitable Solicitation Registrations
• Tax Advice (Avoiding Unrelated Business Taxable Income; Maintaining Tax-Exempt Status)
• Representation in IRS Audits and Tax Controversies, Including In Tax Court
• Group Exemption Rulings
• Non-Profit Mail Permits (and USPS matters related thereto)
• Executive Compensation Planning
• Charitable Giving Generally (Both Lifetime and Testamentary)
• Planned Giving (including Charitable Remainder Trusts and Charitable Gift Annuities)
• Capital Campaigns
• Advice Regarding and Review of Fundraising Agreements of All Types
• Intellectual Property Protection (Copyrights and Trademarks)
• Investment Policies (compliance with UPMIFA)
• Conflicts of Interest Policies and Interpretation
• Corporate Sponsorship Agreements
• Royalty License Agreements
• Charitable Sales Promotion Agreements
• Combined Federal Campaign and State Civil Service Campaigns
• Workplace Campaigns
• Tax-Exempt Bonds
• Facilities Acquisition
• Legal Opinions in Connection with Audits
• Advice Regarding Federal
• Lobbyist Disclosure Act (LDA)
• And Registration under LDA

Get It Right From the Start

When you retain us to create the non-profit organization and obtain recognition from the IRS of its tax-exempt status, you are getting much more than documents. You receive a comprehensive consultation to make sure you understand formation options and governance options.

Contact Us to Schedule a Consultation

Whether you are considering forming a non-profit organization or you are managing a non-profit organization, we would welcome the opportunity to be of services to you. The attorneys at McCarty Law Offices, PLC invite your inquiry as to all tax and legal matters affecting non-profits. Contact us to discuss your organization's goals and concerns.

CAVEAT AND DISCLAIMER

These materials have been prepared by McCarty Law Office, PLC for information purposes only. These materials do not constitute legal advice and cannot be relied upon by readers for their particular circumstance. Receipt of this information does not create an Attorney-Client relationship.