Foundations
Foundations, whether family, operating, or business donor, are a significant part of the funding community for many non-profits, and increasingly other impact organizations as well. At PalterLaw, our knowledge of the operations of foundations, and the opportunities and challenges they face, enables us to provide helpful advice to them in such matters as:
- Dealing with the Internal Revenue Service, from the beginning to the end of the exemption process
- Complying with minimum distribution requirements
- Crafting effective grant agreements
- Completing transactions with insiders
- Addressing disqualifying investments
- Negotiating family management
- When necessary, representing foundations in litigation against those disputing a will or trust
Non-Profits
Non-profit organizations provide critical services to people throughout our community. Our business and finance lawyers have worked with many non-profits over several years on numerous fronts. We also help our non-profit clients implement social innovation and enterprise within the non-profit space, thereby lessening their reliance on traditional funders and enhancing the services they provide. Regardless of the type of non-profit our clients are involved with – charity, foundation, trade association, social club, school or neighborhood association – we provide sound, dedicated representation.
