I provide full service support to nonprofit organizations doing business in Washington State and to charitable donors and philanthropists.I assist charitable organizations with planning, programming, governance, employment, facilities, tax, and contract negotiation and enforcement. I assist individuals in developing tax-advantaged charitable giving plans. Many of our lawyers also serve as board members and officers of prominent nonprofit organizations. I also provide counseling, transactional, and dispute resolution services in an efficient and practical manner.
I am experienced in providing the following services:
Formation and Organization
Formation and qualification of IRC § 501(c) organizations.
Tax, Corporate and Finance
I advise exempt organizations on issues relating to their tax status. We assist with mergers, acquisitions, joint ventures, bond financings, mortgage financing, bridge loans and issues related to for-profit and nonprofit subsidiaries.
I assist boards of directors in the development, refinement and updating of corporate documents and the formulation and implementation of best practices policies. Facilities
I assist in the leasing, planning, design, construction and operation of headquarters buildings and program facilities, including libraries, theaters, community centers, sports facilities, and light industrial buildings.
I assist organizations by designing and reviewing employee handbooks and policies, conducting management training, and advising on compliance with labor and employment laws. I help negotiate and prepare executive employment agreements and advise on the administration of retirement, health, deferred compensation and other employee benefit plans.
I draft and negotiate agreements that cover the transfer and licensing of copyrights and publicity rights, assist with brand and marketing strategies, negotiate and draft nondisclosure agreements, and prepare policies and agreements for websites and Internet commerce.
My donor-related charitable planning activities range from structuring tax-advantaged gifts to establishing family foundations, charitable trusts (including both charitable remainder and charitable lead trusts) and donor-advised funds and supporting organizations.
Civic, Pro Bono and Support Activities
I provide pro bono legal services to dozens of individuals and to several . I provide volunteer support to community organizations and financial support to charities.