Our Nonprofit services meet the needs of individuals and families, allowing them to support charities they value and to pass philanthropic values to their children and grandchildren. This support of their values can be accomplished through lifetime giving programs, establishing charitable trusts or forming a charitable organization.

We work with nonprofit organizations at all stages of their lifespan, including formation of the organization, acquiring tax exempt status, services to donors, as well as board governance issues and compliance. We can help file all necessary federal tax forms required of charities and their donors.

Personal Services

  • Gift planning
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Compliance
  • Asset appraisal
  • Donor Advised Funds
  • Endowments
  • Private Foundations
  • Public Charities

Organizational Services

  • Tax exempt determination (501(c)(3)) rulings
  • Board governance
  • Internal governance
  • Gift Acceptance Policies
  • Conflict of Interest Policies
  • Donor services
  • Tax compliance
  • Federal & State filings

Charitable Gifting

We assists clients with defining their charitable values, establishing goals and attaining those goals through gifting techniques that may be as simple as planning for a multi-year pledge or as complex as giving assets that require a valuation.  

Planned Giving

We are experienced in coordinating our clients’ charitable giving with their estate plan so that they can ensure they give the charity the maximum benefit while garnering the minimum in transfer taxes.


We are experienced in the establishment of a variety of tax exempt organizations, the acquisition and maintenance of tax exempt status and governance issues arising in the nonprofit arena.




Nonprofits must comply with federal and state regulations, as well as regulations dealing with substantiation of gifts for donors.  We ensure that organizations are aware of all of their compliance obligations, as well as preparing and filing appropriate documents.


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