Exempt organizations and philanthropy

Providing tax advice, analysis and planning for tax-exempt organizations and their donors

Exempt organizations face specific tax issues and complexities stemming from their operation’s unique nature and the rules governing their tax-exempt status.

RSM’s exempt organizations and philanthropy specialists in our Washington National Tax practice provide tax-technical transactional analysis and consulting to exempt organizations and their donors. Among the types of exempt organizations, we have experience serving are:

  • Educational institutions
  • Hospitals
  • Private foundations
  • Charities
  • Social welfare organizations
  • Trade associations
  • Social clubs
  • Governmental entities
  • Museums and other cultural institutions
  • Religious organizations
  • Athletic organizations
  • Political action committees

In addition, we represent tax-exempt organizations before the IRS with respect to private letter ruling requests, determination letters and IRS examinations.

Also, we regularly advise individuals, family offices, partnerships and corporations on charitable giving and philanthropy. We advise private equity, hedge funds and other partnerships on issues involving tax-exempt investors, including the use of blocker corporations, transitory indebtedness and unrelated business taxable income.

Our exempt organizations and philanthropy professionals advise on a myriad of topics

Complex investments require sophisticated planning. We advise exempt organizations and investment funds on the structuring and tax implications of alternative investments for tax-exempt investors.

Tax articles for exempt organizations

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