This firm represents donors and tax-exempt organizations on a national basis. Our advice is often sought by charitable and other tax-exempt organizations in their creation, operation and governance, especially with respect to contributions and other funding opportunities for charities, as well as by families who desire to integrate philanthropy into their financial and estate plan. We also represent these clients regarding legislative and regulatory tax matters at all levels of government.Jonathan has created a successful governance policy production and implementation process — GetGoodGovernance (G3) for Nonprofits — which offers a successful governance policy production and implementation process at a reasonable price to meet the customized needs of small, mid-sized and large nonprofits - To learn more, go to www.GetGoodGovernance.comFor the past 30 years, Jonathan has developed considerable experience in the areas of charitable gift planning, tax-exempt organizations, charitable solicitations laws, estate planning and probate, IRS practice and procedure, federal corporate and partnership taxation, real estate and business formations and transactions. Jonathan frequently speak on the topics of charitable gift planning and tax-exempt organizations and have published articles in The Journal of Gift Planning, the Planned Giving Design Center, Planned Giving Today, Charitable Gift Planning News, the American Bankers Association Journal, and the Maryland State Bar Journal.Jonathan was the 2002 President of the National Committee on Planned Giving, now known as the Partnership for Philanthropic Planning, and was a past President and Board of Director of the Chesapeake Planned Giving Council. He also served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations.Specialties: Practice Areas: Charitable Gift Planning; Tax-Exempt Organizations; Nonprofit Governance; Estate Planning and Probate; Charitable Solicitations Laws; Business Transactions & Formations
Listed skills include Estate Planning, Charities, Planned Giving, Non Profits, and 15 others.
