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Exempt Organizations

Exempt organization leadership faces many new challenges in their role as stewards of the organization's operations, procedures and finances.  The IRS, state agencies and watchdog organizations have increased and broadened their level of scrutiny, and exempt organizations are facing greater requirements imposed by federal and state legislation.  Therefore, it is imperative for stewards of exempt organizations to maintain strict compliance with federal and state regulations, as well as recommended guidelines and practices.

Farella Braun + Martel's Exempt Organization practice represents private, family and corporate foundations, charitable trusts, and public charities.  Our team of attorneys offers exempt organizations specific experience in tax, tax strategies and design, corporate and exempt formation, governance, employment, fund raising and revenue generation, grants, copyright, trademark, insurance coverage, real estate and litigation.  In many cases, we act in a general counsel role for our exempt organization clients becoming an integral member of the strategic management team guiding the organization with business, governance, and non-profit best practices.

With a reputation for personalized service, efficiency and strategic advice, our Exempt Organization team is solely focused on advocating a successful implementation of the organization's mission and goals.  Our in-depth knowledge of each individual client can be the constant within the organization to provide historic knowledge when new directors and officers join an organization, key employee changes, or an organization alters or expands its scope or mission.

As an area of focus within our Family Wealth and Private Client practices, we have a fully integrated Exempt Organization practice at the firm.  This integration provides our clients with access to proven experience and technical know-how for tax efficient transfers of individual wealth to personal, familial or corporate exempt organizations, as well as to advise exempt organizations on the best and proper method to accept, account for and plan to receive gifts of value including cash, securities, real estate, art and other precious commodities.

Farella's clients range in size, function, scope, purpose and management.  We represent international, national, state and local organizations that focus on issues ranging from the environment to arts and education.  The management of our exempt organization clients ranges from sophisticated operations with paid staff, corporate employees or an association management company to simple structures run by a part-time commitment of a family member.

Farella attorneys understand and have worked to meet our clients' challenges by providing services that cover the exempt organization's life cycle from inception to its dissolution.  We are authorities in exempt organization structure, management and development, and actively guide our exempt organization clients through the ever-changing legal landscape so that they can focus on their core mission.