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Private Foundations: Exercise Caution to Avoid Self-Dealing

Federal tax law prohibits nonprofit organizations from providing private inurement and unwarranted private benefit. Failure to comply with these basic rules jeopardizes an organization’s tax-exempt status. Layered on top of...more

New Tax Proposals Alter Charitable Giving Strategies

As charitable organizations continue to navigate fundraising strategies during a pandemic, lawmakers consider proposals that, if enacted, would have a significant impact on charitable giving. Earlier this summer, the...more

Key Considerations for Charities Regarding Bequests and Other Deferred Gifts

Bequests and other deferred gifts are a bedrock of any successful planned giving program. The deferred nature of these types of gifts, however, can lead to complications and delays in collecting the gift....more

CARES Act Provides Tax Relief to Encourage Charitable Giving in 2020

Charitable organizations, like many for-profit businesses, are facing significant hardships due to the COVID-19 pandemic. Recognizing that individuals and businesses want to support charities in these times of need, lawmakers...more

New Guidance for Tax-Exempt Organizations Calculating Excise Tax on Pay of Highly Compensated Employees

With tax filing season in full swing, tax-exempt organizations are beginning to determine how much excise tax they may owe on compensation and severance amounts paid to their most highly compensated employees after 2017. The...more

Donors Must Dot All i’s, Cross All t’s When Making Year-End Charitable Gifts

As donors and their advisors rush to close year-end charitable gifts, it is easy to overlook the very precise requirements for income tax deductibility. Donors who fail to follow these rules may find their entire deductions...more

Tax Law Changes Complicate Tax-Exempt Organizations’ Attempts to Calculate UBTI

Charities and other exempt organizations face higher taxes, more complex returns and tough investment decisions under new unrelated business income tax rules effective for 2018. Despite recent guidance from the Internal...more

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