Overview
Nutter has traditionally represented educational, charitable, and other nonprofit organizations, and has responded to their increasingly complex needs as tax-exempt institutions for legal services.
Our practice
Drawing upon the various areas of expertise of our full-service law firm, such as business and tax law, we counsel and represent our nonprofit clients in the following areas:
Organizational matters
Selecting the form of entity, organizational structure, charter documents, gift policy statement and bylaws
Minimizing the legal liability exposure of trustees, officers, and other personnel
Qualifying for and maintaining exemption from federal and state income taxes and local real estate taxes
Negotiating Payment In Lieu of Tax agreements
Establishing public charity or private foundation status, including all related organizational, operational, and administrative requirements
Structuring mergers and acquisitions of nonprofit organizations
Fundraising issues and financing
Compliance with all applicable state and local regulation of charitable solicitation
Application and qualifications for governmental, industrial, and foundation grants
Planned giving, including advice on income, gift, and estate tax considerations of donors and prospective donors
Establishing sophisticated giving techniques, including charitable split-interest trusts, gift annuities, and deferred gift annuities
Conventional and tax-exempt financing
Revenue-generating and investment activities
Management of investments
Furnishing of goods and services, such as medical services, catalog and retail shop sales, restaurants, and consulting services
Research and development activities
Joint ventures with commercial entities
Employment
Executive and deferred compensation plans
Qualified and nonqualified retirement programs
Employee relations issues
Governmental relations
Assistance and advice in establishing and maintaining constructive relationships with relevant federal, state, and local government entities, including matters before the Massachusetts Legislature and various state regulatory agencies
For more information on our nonprofit practice and our services to charitable organizations, click here to access the Nutter Charitable Advisors practice group description.