Our business and tax attorneys have decades of experience working with charitable and nonprofit organizations, ensuring that objectives are met and each charity or organization is legally compliant. At Bever Dye, LC, your charitable organization’s operations and objectives are of the utmost importance to us, and we develop creative, legally sound solutions to help you achieve your goals. We can assist with:

• Filing applications for 501(c)(3) tax-exempt designation.
• Advising on how to maintain exempt status.
• Operating a nonprofit organization within the legal limits of tax law.
• Guiding Boards of Directors on governance best practices.
• Monitoring rulings from the Internal Revenue Service (IRS) regarding prospective transactions and advising on matters that may put an organization’s tax-exempt status in jeopardy.

Our business and tax attorneys are thoroughly knowledgeable on the federal tax laws and technical aspects of charitable giving, including the requirements for deductibility, appraisals, acknowledgments, property gifts and inventory gifts.

Our attorneys also advise on planned giving. We have experience in drafting charitable remainder trusts, charitable lead trusts, the formation of private foundations and all agreements necessary for gifts of capital assets, including real estate.

We will determine the appropriate charitable gift method for your needs and desires, with options such as gift planning, charitable lead trusts, charitable remainder trusts, private foundations, family foundations, supporting organizations, public charities, educational organizations, religious organizations, conservation easements and Donor-Advised Funds (DAFs).