Legal guidance that protects your charitable mission
Nonprofit organizations operate in a complex regulatory landscape where tax compliance, governance, and public accountability are critical. Drawing on decades of complex tax and corporate law experience, Shumaker helps nonprofit organizations navigate these challenges with clarity and confidence, so they can focus on their charitable missions.
We work closely with clients to secure and preserve tax exemption, advise on IRS filings, and provide guidance on many other legal considerations specific to nonprofit organizations. Our team monitors changes in tax law and ensures that organizational documents stay aligned with evolving requirements, helping nonprofits avoid costly compliance issues.
From hospitals and schools to museums, symphonies, and foundations, Shumaker attorneys advise a wide range of nonprofit organizations on the legal and governance matters that impact their operations, delivering practical, mission-aligned solutions.
Our Services
- Securing and maintaining tax-exempt status for all types of tax-exempt organizations
- Advising on rules applicable to tax-exempt organizations, including:
- Inurement and private benefit
- Unrelated business income tax
- Lobbying and political activities
- Intermediate sanctions regarding excess benefit transactions
- Partnerships and joint ventures with for-profit organizations
- Foreign activities
- Advising on IRS reporting requirements
- Advising on private foundation rules:
- Net investment income tax
- Self-dealing prohibition
- Annual minimum distribution requirement
- Excess business holdings
- Jeopardizing investments
- Taxable expenditures