Tax-Exempt

Our Tax-Exempt Organizations team helps nonprofits pursue their work with dedication, integrity and innovation in light of increasing calls for greater accountability and effectiveness from direct and indirect stakeholders. We have strong and varied experience in representing high-net-worth donors in negotiating and structuring grants to charitable, educational, advocacy, and political organizations, and organizing and reorganizing both tax-exempt and taxable affiliates for numerous nonprofit and international organizations. Combined with our interdisciplinary, collaborative approach, we are able to offer innovative and effective solutions that further the missions of Lean In, Time's Up Now, the Parker Institute for Cancer Immunotherapy, and scores of other nonprofit leaders. Whether serving as creative troubleshooters, providing "general counsel" services or training staffs and boards, we harness our team's full capacity to assess and address our clients' complex matters.

Complete Lifecycle Legal Services: Formation, governance and compensation; operations and transactions (benefits, contracts, IP, M&A/joint ventures, real estate, UBIT, etc.); tax compliance and enforcement; investigations; philanthropy; and advocacy and public policy.

Grant Greatness: Full support for grant recipients and sub-recipients in interpreting grant requirements, complying with governing federal agency requirements, and conducting internal investigations and responding to related federal audits and state attorneys general and other enforcement actions.

Full Range of 501(c)(3) and 501(c)(4) Organizations: Colleges/universities, foundations, hospitals/healthcare societies, medical research organizations, philanthropies, research institutions, think tanks and policy research institutes, churches/religious organizations, as well as advocacy and political groups and trade associations.

2020 CARES Act: FAQs for Nonprofits
100s: Number of donors and established and emerging tax-exempt organizations advised in past three years.
Mission Focused: "They are an incredible resource for us . . . very cognizant of not getting too close to a line that could interfere with our work." –Chambers USA 2019, Client Quote
Video Discussion: #MeToo for Nonprofits: Combating Sexual Harassment in the Nonprofit Sector

Experience Highlights

  • The Markle Foundation in the development and launch of its SKILLFUL Initiative, a collaboration with LinkedIn, Arizona State University, edX, and other partners, to use technology, research and tools to better connect middle-skill workers to jobs and training opportunities.
  • The United Nations Foundation, the organization that receives and distributes Ted Turner's $1-billion gift to the United Nations, on its general operating and philanthropic matters.
  • Chan Zuckerberg Biohub, a medical research organization, since its formation in organizing the nonprofit corporation and its governance structure, obtaining its federal and state tax-exempt status, and helping to put in place other policies needed by a startup healthcare. We also negotiated a consortium agreement among the Biohub, Stanford University, University of California San Francisco, and University of California Berkeley.
  • The Parker Institute for Cancer Immunotherapy in establishing a $250 million cancer immunotherapy research consortium comprised of six academic and medical research institutions, including a novel, collaborative approach to centralized tech transfer and IP policies across participating institutions. The founding institutions are UCSF, UCLA, Stanford, Memorial Sloan Kettering, University of Pennsylvania, and M.D. Anderson Cancer Center.
  • The ONE Campaign, and its related ONE Action Fund, in advising and counseling their public advocacy efforts to fight AIDS and extreme poverty around the world.
  • The Lieber Institute for Brain Development, a neuroscience research institution focused on basic research about the causes of schizophrenia and related developmental behavioral disorders, including the development of new diagnostics and treatments, in its formation as a medical research organization and affiliation with Johns Hopkins University and in its ongoing operations and subsequent collaborations, including collaborations with universities, other scientific research institutes and pharmaceutical companies.
  • Goldman Sachs and the Goldman Sachs Foundation with its 10,000 Small Businesses initiative to help entrepreneurs create jobs and economic opportunity by providing access to education, capital and business support services.
  • Generation: You Employed, an organization that builds and implements a skills-training methodology to serve unemployed and underemployed young people in diverse social, economic and labor-markets in nine countries and more than 100 cities (and expanding), in structuring its organization and operations from its inception; providing ongoing general legal advice, including on contracts and agreements with donors and implementation partners, agreements with USAID and other governmental funders, employment tax/HR issues, intellectual property, and data security/breach; and expanding in foreign countries through branch offices and affiliated local country entities, including developing system-wide affiliation agreements.
  • In-Q-Tel, a nonprofit funded by the Central Intelligence Agency that makes equity and other investments in technology companies as a way to develop and acquire cutting-edge technologies for the intelligence community, in providing advice and counsel to the board and board committees on governance, compensation, conflicts, and fiduciary responsibilities. We also provide advice on particular transactions (in conjunction with our corporate investment practice), employment issues, service and other contracts, government relations, and a wide range of regulatory matters.
  • Numerous corporation foundations on structure, governance, grantmaking, and employee-related programs.
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