We have a long history of service to the nonprofit sector. In addition to serving on the boards of various religious, charitable and civic organizations, firm members represent a number of local and national nonprofit organizations, from private foundations to large public charities. The firm’s best known nonprofit clients include Birmingham-Southern College, The United Methodist Children’s Home, St. Vincent’s Hospital (a member of the Ascension Health national health system) and the North Alabama United Methodist Foundation. The firm serves as Chancellor of the North Alabama Conference of the United Methodist Church (lawyer to the Bishop).
The firm advises nonprofit clients regarding IRS and state law rules governing tax exempt entities and nonprofit corporate issues. In addition, the firm advises nonprofit clients (as well as estate planning clients and potential donors) about opportunities for charitable giving including charitable remainder trusts, charitable lead trusts, charitable gift annuities, private foundations, supporting organizations, and directed giving through community foundations. The firm’s expertise in the area of individual tax and estate planning provides a significant complement to the representation of our nonprofit clients.