Legal Services

Private Foundations and Grant-Making

Private foundations and operating foundations must comply with a broad set of laws and regulations governing almost every aspect of their operations. With our expert knowledge of these myriad rules, the attorneys of The Law Firm for Non-Profits guide the activities of our foundation clients so that they are able to fully realize their objectives while avoiding violations of self-dealing, taxable expenditure, qualifying distribution, jeopardizing investments and other regulations.

We support and guide people and non-profits in these areas:

  • Foreign grant-making and international activities
  • Grant-making policies and procedures, including writing form letters and donation agreements
  • Private operating foundation “direct exempt expenditure” and “significant involvement” requirements
  • Satisfying expenditure responsibility requirements
  • Program-related investments and social investments
  • Meeting minimum qualifying distribution and operating foundation requirements
  • Major donor issues
  • Scholarships, prizes and grants to individuals
  • Creating, using and managing endowments
  • Investment policies
  • Set aside requests for investment in long-term capital and social investment projects

Contact The Law Firm for Non-Profits to learn more about how we can help in
launching, guiding or advising your tax-exempt, non-profit organization.