Forming Non-Profit & Tax-Exempt Organizations
Get Counsel from Santa Clarita Business Lawyers
Non-profits, charities, and religious organizations play a significant role in improving the lives of the local and statewide communities they serve. Successfully managing charitable assets—while effectively implementing the mission, vision and objectives of a nonprofit corporation—requires a sophisticated knowledge of multiple legal disciplines, including business law, employment law and federal tax law. Non-profits and charitable organizations of all types face specific challenges and regulations imposed at state and federal levels.
As the charitable goals or stated mission of the organization should be the ongoing focus of all actions, ensuring that legal matters are under control can allow those involved to focus on the job at hand, as opposed to legal issues and difficulties. At Poole Shaffery , the attorneys can serve as general counsel or can be contacted to address a specific legal issue, whether related to litigation, organizational matters, compliances, contracts and all other matters that could arise.
Poole Shaffery counsel non-profits and charitable organizations all over California. The firm's Los Angeles business lawyers help tax-exempt organizations from our offices in Santa Clarita, San Diego, and Orange County. Call (855) 997-7522 today!
Formation and Tax-Exempt Applications, Bylaw Formation and Revision, Contract Review, Facility Purchases, Hiring and Firing, Trademark, and State Regulatory Compliances
Poole Shaffery provides a full range of services needed by nonprofit organizations to achieve the goals of their mission statement and to maintain stability in their day-to-day operations. Since members of nonprofit organizations are commonly faced with a broad range of legal and financial issues, we routinely counsel board members and executives of nonprofits on all aspects of managing and growing their program including bylaws revisions and governance issues, commercial contract review, directors and officers liability issues, employee hiring and termination, charitable trust formation and maintenance of the organization's non-profit tax-exempt status.
The firm's business lawyers also have years of experience counseling non-profit organizations in a variety of land use issues, including the Religious Land Use and Institutionalized Persons Act (RLUIPA). Whether your tax-exempt organization is comprised of a charitable foundation, church, school, alumni association, health care charity, economic development organization, law enforcement society or trade association, we offer legal services tailored to your organization's unique needs.
Some of the legal support provided to these organizations by the firm's attorneys includes:
- Entity formation and application for tax-exempt status
- Federal tax law
- Bylaws formation and revisions
- Facilities acquisition
- Contract review, negotiation and drafting
- Hiring, firing and other employment matters
- Directors and officers liability
- Trademark
- Charitable Trusts
- State Regulatory Compliance
- Dispute Resolution and Litigation
As non-profits are funded by donations and often through government grants or other grants, financial matters can become extremely complex, and having a skilled attorney to address these issues professionally can be of great value in protecting the activity. Failures to adhere to state and federal regulations governing non-profits and tax-exempt organizations can lead to a loss of status and the full destruction of an activity that served the local community. Take advantage of the high level of legal skills of the firm, either for a specific legal matter or as general counsel that can be called upon to manage all legal matters.
Establishing & Counseling Charitable Trusts in California
Many non-profits and charitable organizations survive through an income stream from charitable trusts. These trusts can be created and counseled by the firm, and can protect against any fiduciary errors that could lead to legal problems in the future. Churches and other non-profits focus their efforts on serving their members with a range of services, and ensuring that funds are continually available to provide for these services is of great importance. The firm has a great breadth of understanding of all legal matters that impact these organizations.
Call today for more information on the firm's services.