Not For Profit and Foundation Services
We partner with you on your short- and long-term mission and objectives…
We assist our clients in achieving their philanthropic goals through the creation and management of private foundations as well as many other gifting and philanthropic strategies. Our Nonprofit Team provides partner-led, relationship-driven service dedicated to the unique challenges facing cultural, art, professional, social responsibility, faith-based and educational non-profit organizations.
Foundations, charities, trade associations and other tax-exempt entities face fundraising issues, evolving regulations and greater transparency requirements from federal, state and other government agencies. We work with the organization’s leadership to develop strategies that minimize compliance risk associated with regulatory bodies and reduce the management team’s exposure when fulfilling its leadership responsibilities. We are well versed in the technical knowledge of financial reporting requirements and current issues and monitor federal and state legislative changes, IRS rulings and court decisions unique to private foundations in these key areas:
Audit and assurance services
Tax compliance and advisory
Gift planning and family charity management strategy
Tax related issues:
Private Foundation excise tax
Unrelated business income tax (UBIT)
Foundation administration, compliance monitoring and management consulting
Now more than ever, Perelson Weiner can assist in enhancing public trust in the mission and management of charitable organizations doing important work in our ever-changing world.