The Avanti Group Law Articles: Non-Profit Organizations

Avanti Law Group can help you at all stages of your non-profit organization–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. 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 and governance options. If you are considering forming a non-profit organization or you are managing a non-profit organization (such as 501(c)(3) as well as many organizations that are tax exempt under other categories of section 501 of the Internal Revenue Code, e.g., social welfare organizations exempt under 501(c)(4) and trade associations exempt under 501(c)(6)), we would welcome the opportunity to be of services to you.

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.

Some of 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 and 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)

·         Facilities Acquisition

·         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

·         Representation in IRS Audits and Tax Controversies, Including In Tax Court

·         Group Exemption Rulings

·         Non-Profit Mail Permits

·         Executive Compensation Planning

·         Charitable Giving Generally (Both Lifetime and Testamentary)

·         Corporate Sponsorship Agreements

·         Royalty License Agreements

·         Charitable Sales Promotion Agreements