Continuing Association and Assistance for Nonprofit Organizations:

After organizational matters have been concluded, we can remain involved with the non-profit foundation and exempt-organization clients and provide legal advice with respect to Tax Exempt Organization operations. We advise Tax Exempt Organization clients in connection with estate tax planning, governance structuring, and the legal aspects of benefit events, fund raising, investments, personnel matters and tax matters. Coulter & Associates also provides advice to these organizations in diverse areas like mergers and consolidations, grant making and grant applications, directors’ and officers’ liability and insurance, asset protection, fiduciary obligations, purchasing or leasing of office space and the hiring of personnel.

Charitable Solicitation:

We regularly counsel clients on the rules governing charitable solicitation, including Federal tax requirements and state charitable solicitation statutes. The Firm is familiar with registering charities throughout the country, renewing and amending registrations and resolving disputes with the IRS and state agencies. Advice and counsel is provided on the special rules governing professional fundraisers and charitable sales promotions including the complex rules regarding raffles, sweepstakes and auctions.

Estate Administration and Business Coordination Issues:

We are familiar with the issues arising in the probate and administration process as necessary to protect the interests of organizations named as beneficiaries in estate planning documents. The Firm understands the complex income tax issues arising in the administration of trusts and estates with charitable beneficiaries. We also have experience in representing charitable organizations that hold substantial and even majority interests in closely-held operating businesses owned and managed by the charities’ founders and/or board members as well as family charitable organizations that share resources and facilities with family offices or family businesses.

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