Nonprofits support a better society, and Smith Anderson is a cornerstone for our tax-exempt clients in their quest to form and maintain a thriving and altruistic non-profit organization, charity or foundation. Our firm has decades of experience managing the unique legal issues that tax-exempt organizations face. At Smith Anderson, our attorneys offer nonprofits a wide range of legal expertise, including tax, nonprofit corporation and trust law. We assist clients in putting together new tax-exempt organizations, structuring charitable contributions and ensuring organizations keep their 501(c)(3) tax-exempt status.

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Our roster of clients includes professional trade associations, public charities, supporting organizations, private foundations, private operating foundations, social clubs and individuals associated with these organizations as officers, directors and major contributors. Many of these clients are involved in education, grant-making, health care and other economic sectors. We also have significant experience representing tax-exempt organizations before the IRS in challenges to their status as a non-profit.

Because we are a full-service business law firm, we also help with such related legal matters as Tax, Trusts and Estates, Financial Institutions, Debt Finance, Securities, Commercial Real Estate, Employment, Labor and Human Resources as well as Employee Benefits and Executive Compensation. At Smith Anderson, our best rewards are the successes of our non-profit clients.

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  • Organization of nonprofit corporations and trusts
  • Applications to IRS for recognition of exempt status
  • Advice on application of nonprofit corporation law and trust law to organizations' operations and restructurings
  • Advice on structuring contributions to charitable tax-exempt organizations
  • Reorganizations and liquidations of private foundations and public charities
  • Advice on state and local issues, including property tax exemptions
  • Advice on private benefit and intermediate sanctions issues
  • Advice on private foundation excise tax issues
  • Advice concerning unrelated business income taxation
  • Advice concerning sales, use and property tax issues
  • Defense of challenges to income tax exemption



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