Business & Corporate
Nonprofit & Charities
Formation, governance and compliance for nonprofits, charities and foundations.
Overview
What this involves
Nonprofits exist to serve a mission, but they operate under distinct legal rules covering tax exemption, governance, fundraising and reporting. Staying compliant protects the organization's reputation and its donors' trust.
We help founders form nonprofit organizations and private foundations, obtain tax-exempt status, and put good governance in place. We also advise established organizations on compliance, grants, partnerships and international giving.
How We Help
How we can help
- Forming nonprofit corporations and foundations
- Applications for federal tax-exempt status
- Bylaws, board policies and governance reviews
- State charitable registration and reporting
- Grant, sponsorship and fiscal sponsorship agreements
- Cross-border grants and international programs
Our Process
How the process works
A clear, structured approach, so you always know where your matter stands and what comes next.
Assessment
We review your business, your exposure and your existing policies and controls.
Risk mapping
We identify the rules that apply and where the real risks lie.
Program design
We design practical policies, procedures and contract terms that fit your operations.
Implementation and training
We help roll the program out and train the people who need to apply it.
Monitoring and response
We advise on reviews, reporting and any inquiries from regulators.
Who It's For
Who we help
Founders starting a charity
Established nonprofits and their boards
Private and family foundations
Donors planning significant gifts
Organizations operating internationally
FAQs
Frequently asked questions
How do we become a 501(c)(3)?
After forming the organization, you apply to the IRS for recognition of exemption. We help prepare the application and the governing documents it relies on.
Do we need to register with New York State?
Many charities soliciting or holding assets in New York must register with the Attorney General's Charities Bureau. We confirm your obligations.
Can a US charity fund projects abroad?
Yes, with the right controls and documentation. We advise on structuring international grants compliantly.
This page provides general information, not legal advice. Every situation is different; please contact us to discuss yours.
Request a Consultation
Discuss your nonprofit and charities matter with us.
Tell us briefly about your situation. We will review your inquiry and contact you to discuss how we can help.