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Nonprofit & Tax-Exempt Organizations

Davis Graham & Stubbs LLP provides a wide array of services to a diverse group of nonprofit and tax-exempt organizations. Our clients include various organizations exempt under section 501(c)(3) of the Internal Revenue Code, including private foundations and health care, educational, religious, charitable, and research organizations. We also represent other entities described in section 501(c) of the Code, including welfare organizations (501(c)(4)) and business leagues (501(c)(6)).

Our attorneys advise nonprofit and tax-exempt organizations on issues relating to formation, application for tax-exemption, ongoing tax compliance, corporate governance, planned giving and development processes, merger/acquisition, dissolution, and entity liability. We offer clients creative and practical guidance on all manner of operational, transactional, regulatory, and fiduciary concerns. In particular, we have significant experience in dealing with the IRS on matters relating to tax reporting, tax-exempt status, and excise tax and penalty assessments, and audits. In addition, our attorneys advise clients on state and local tax matters, including sales tax and property tax exemptions.

As needed, we call upon attorneys in other practice areas, such as employment, real estate, estate planning/administration, and intellectual property, to bring the firmโ€™s full spectrum of expertise to its nonprofit and tax-exempt clients.

Related Attorneys

Stephen M. Brainerd

Partner, Estate Planning & Administration, Tax

Rachel R. James

Partner, Employee Benefits, Mergers & Acquisitions, Tax, Estate Planning & Administration, Nonprofit & Tax-Exempt Organizations

Peter H. Schwartz

Partner, Asset Management, Corporate Governance, Mergers & Acquisitions, Nonprofit & Tax-Exempt Organizations, Private Equity & Venture Capital, Public Companies & Capital Markets