Nonprofit Organizations and Tax-Exempt Organizations

Wallace, Jordan, Ratliff and Brandt provides comprehensive legal counsel to a wide range of charitable, nonprofit and tax-exempt organizations, including universities, public charities, private foundations, religious organizations, and government entities.

The firm attorneys recognize the importance of careful planning and are dedicated to helping clients make informed decisions on the formation and maintenance of their organizations.

Our legal services include:

  • Formation of an organization (preparation of all documents, including articles of incorporation, bylaws, minutes, and resolutions)
  • Obtaining Internal Revenue Service recognition of tax-exempt status
  • Preservation of Internal Revenue Code Section 501(c)(3) tax-exempt status
  • Regulatory Compliance
  • Representation in Tax Audits and Tax Court
  • Advising board members on duties and responsibilities
  • Assisting with advice and preparation regarding IRS Form 990
  • Charitable Solicitation Registration
  • Gift Annuity Registration
  • Charitable Giving
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuities
  • Investment Policies
  • Capital Campaigns
  • Conflicts of Interests
  • Document Retrieval Policies
  • Whistle-blower Policies
  • Royalty License Agreements
  • Tax-exempt Bonds
  • Audit Legal Opinions
  • Facilities Acquisitions
  • Endowment Agreements
  • Gramm-Leach-Bliley Act
  • Real Estate Development