Wade guides tax-exempt organizations through a wide range of legal issues, including joint ventures, mergers and acquisitions and financing. Wade also helps form, establish and refine the governance structures of standalone nonprofits and coalitions with diverse operations and missions including those that advance equity and racial justice, preserve the environment, support higher education, promote economic development in underserved areas, protect reproductive rights and deliver health care. He works with a variety of nonprofit organizations including:
- Colleges and universities and university foundations
- Community foundations
- Health care organizations
- Long term care organizations
- Political advocacy organizations
- Industry membership associations
While nonprofit organizations deal with all the same legal issues as other businesses, they also face unique challenges and opportunities. Wade supports these clients with:
- Mergers, asset transfers and major contracts
- Campaign finance, lobbying and election law
- Charitable gift planning including restricted and endowed gift acceptance and management
- Form 990 review and strategy
- Tax-exempt bond financing and other loans
- Formation advice (articles of incorporation, bylaws, Form 1023)
- Dissolution
- Board of Directors and committee structure and operations and conflict-of-interest management
- Grant making and private foundation compliance, including program-related investments and expenditure responsibility
- Tax-exemption compliance and unrelated business taxable income
- Property tax-exemption
- Scholarship program management
- Donor-advised funds
- Nonprofit cemetery association governance
- Ongoing legal counsel and strategy
