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Nonprofit and Tax Exempt Orgs

As part of its corporate and tax services, The Erb Law Firm, PC, also assists with the formation, incorporation, registration and administration of nonprofit and tax-exempt organizations. This includes filing for tax-exempt status with the IRS and individual states, as well as compliance, distribution and termination issues. See more about compliance here.

Attorneys with the firm have:

  • Formed and structured nonprofit corporations, private foundations, and a variety of charitable trusts
  • Created testamentary charitable organizations
  • Structured joint venture and contract agreements between nonprofit and for-profit organizations
  • Obtained 501(c)(3) status for a number of civic and public interest organizations
  • Obtained tax exempt status retroactively after the client organizations incorporated and began operating
  • Advised organizations on the proper disposal of assets of a nonprofit upon dissolution
  • Advised on tax and other matters relating to gaining and maintaining tax-exempt status
  • Reviewed and amended nonprofit corporation’s bylaws
  • Consulted on tax compliance issues

Representative clients include the following non-profits:

  • Neighborhood civic associations
  • Municipal authority organizations
  • Dance company
  • Community Theatre Groups
  • Historical Organizations
  • Support and Therapy Groups
  • Development corporations
  • Mentorship organization
  • Multimedia arts corporation
  • Health education corporation
  • Schools
  • Women’s philanthropy corporation
  • International charitable corporations

The Erb Law Firm, PC also recognizes that many individuals wish to make lifetime or testamentary gifts to charitable organizations.  We can work with you to devise gifting strategies that make the most sense in terms of level of gifts, type of assets and timing of gifting programs. We have worked extensively to establish endorsements and scholarship funds at educational institutions as well as the drafting funding and administration of charitable lead and charitable remainder trusts. We also think “outside of the box” for our clients; this includes conservation easements, private foundations and other custom plans designed to achieve your personal and financial goals.