Tax-exempt organisations

Crefovi has a ‟Tax-exempt organisations” practice, whose lawyers advise nonprofit and tax-exempt clients, on a range of tax issues. They provide practical advice on a variety of operating and general business issues.

Innovative advice

Tax-exempt organisations face complex tax and regulatory hurdles. Regardless of size or sector—from small charities to major non-governmental organisations—we support clients accomplish their goals, while complying with applicable laws to avoid penalties and maintain tax-exempt status.

Our ‟Tax-exempt organisations” team assists with the unique legal and business issues involved in fulfilling nonprofit and philanthropic missions in a cost-effective and efficient manner. We draw support from lawyers and advisors in related practices throughout the firm, including healthcare and life sciences, public law and policy, employee benefits and private client services, to handle every aspect of our clients’ needs.

The lawyers in the ‟Tax-exempt organisations” practice of Crefovi, have years of experience representing nonprofit and charitable organisations, their financing partners — including investment banks, commercial banks and private equity funds — and philanthropists. Crefovi has particular expertise in working with tax-exempt universities and other educational institutions, scientific research and healthcare organisations, museums and the organisers of non-profit sporting events.

Comprehensive expertise in tax-exempt organisations

Tax-exempt clients come to Crefovi’s lawyers for assistance with

  • investment and deployment of endowments;
  • operating and general business issues relevant to the tax-exempt community;
  • tax-exempt financing and fundraising;
  • unrelated business income taxation, and
  • state tax exemption.

Crefovi represents charities as well as donors, in structuring and documenting sophisticated charitable giving arrangements and tax compliance aspects of complex investments and financial transactions. The group represents clients in audits by the French or British state and local tax authorities. Crefovi’s practice also frequently assists clients in the formation of new tax-exempt entities, including private foundations and publicly supported charities.

Crefovi provides additional value to its clients by regularly organising seminars and webinars, as well as publishing proprietary research on, the legal, tax and business issues faced by tax-exempt organisations.

A global network

Clients praise Crefovi’s lawyers for their responsiveness & ability to understand the technical, business and legal aspects of each matter relating to tax-exempt organisations, and come back, matter after matter, to be advised by them.

While London and Paris based, we routinely work across borders. The vast majority of our engagements are multi-jurisdictional. We are used to working in multinational teams, and rely on our network of specialist lawyers for support in other jurisdictions.

The team has therefore established an extensive international network of tax law contacts, and a close association with other specialist lawyers worldwide. Our history of successes in high profile, politically sensitive matters reflects an ability to act swiftly and with the utmost discretion.

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