Often, those who want to create non-profit organizations turn to or paralegal services that advertise on the Internet or rely on do-it-yourself advice. For some, that works out. However, for many, it doesn’t. Precious time is wasted — and that can be expensive.
For the non-profit organization, the advice of experienced legal counsel is critical at every stage, from the formation of a non-profit organization, to obtaining tax-exempt status from the IRS, to complying with federal and state laws governing fund-raising and operations, to the final winding-up.
Leaders of the non-profit organization are focused on developing its mission and resources. Guidance from legal counsel with special expertise in federal and state laws applicable to non-profit organizations enables leaders to grow the organization with the assurance that legal requirements are being met.
Attorney Freya Allen Shoffner and her staff have over twenty years of experience in forming and advising non-profit organizations. We have the experience, expertise, resources, and archives to provide the answer you need, when you need it. We do not have to “reinvent the wheel.”
We help organizations explore options for the formation of a new non-profit organization, draft the necessary documents to create the organization, and secure IRS and Massachusetts recognition of tax-exempt status.
Our services include:
- Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
- Securing IRS Recognition of Tax-Exempt Status (IRS Forms 1023 or 1024)
- Advice as to IRS Form 990 (Annual Tax Information Return)
- State Regulatory Compliance
- Tax Advice (Avoiding Unrelated Business Taxable Income; Maintaining Tax-Exempt Status)
- Charitable Giving Generally (Both Lifetime and Testamentary)
- Planned Giving (including Charitable Remainder Trusts and Charitable Gift Annuities)
- Advice Regarding and Review of Fundraising Agreements of All Types
- Intellectual Property Protection (Copyrights and Trademarks)
Careful planning also includes drafting provisions providing for the indemnification of officers and directors, a conflict of interest policy, and the other “best practices” policies listed in the recently revised Form 990.
When you retain us to create the non-profit organization and obtain recognition from the IRS of its tax-exempt status, you are getting much more than documents. You receive a comprehensive consultation to make sure you understand formation options and governance options. You won’t get this from lawyers who are not experienced in non-profit organizations. And you won’t get it from fill-in-the-blank paralegal services
Shedule a Consultation
Whether you are considering forming a non-profit organization or you are managing a non-profit organization, the lawyers at Shoffner & Associates welcome the opportunity to help you. Contact us to discuss your organization’s goals.