Practice Capabilities

You need look no further than the outpouring of donations in the wake of the earthquake in Haiti to see firsthand the record commitment of Americans to the diverse services of U.S. tax-exempt institutions. Tax-exempt organizations are an increasingly relevant and growing industry in the infrastructure of our communities.

To fuel the development of philanthropy benefiting tax exempt organizations, as well as to assist those tax-exempt organizations in successfully understanding and implementing corporate compliance, the Tax-Exempt Organizations Group at Loeb & Loeb advises and represents the interests of charitable, educational, religious and other tax-exempt institutions, including private foundations, on numerous issues such as executive compensation, regulatory compliance, tax, mergers and acquisitions, fund-raising/grant making, corporate, real estate, governance, litigation and intellectual property matters.

As a team of professionals experienced and focused on the unique culture and central needs of a charitable institution, our lawyers work with international, national and local entities in the following areas:

Public Charities:
Establishment and maintenance	Executive compensation determination and compliance
Regulatory agency audits/investigations	Lobbying/political campaign advice
Real estate purchases and sales/structuring	Director and officer liability management and litigation
Employment policy development and litigation	Construction and contract negotiations and litigation
General liability management and litigation	Public relations/crisis management
Government licensing consultation	Joint ventures with for profits
Charitable solicitation compliance	Public finance projects

We are responsible for the overlay of case and statutory law, administrative regulations and public policy affecting these special organizations. Above all, we concentrate on building and safeguarding the tax exempt institution's mission, structure, assets, staff and volunteers.

Service Approach

• Representation of the AIG Foundation in its formation in 2006
• Representation of Madison Square Garden Cheering for Children Foundation, a public charity, since its inception in 1994
• Representation of the Daiwa Securities America Foundation in connection with its employee scholarship program
• Representation since 1990 of YAI/National Institute for People with Disabilities, the ninth-largest public charity in the state of New York
• Representation of the Elton John Charitable Fund in its formation and maintenance
• Representation of Calvin Broadus, aka Snoop Dogg, in formation of his charity that operates the Snoop Youth Football League, a PAL-like football league for disadvantaged youth
• Representation of the Hilton Foundation in labor, employment, probate and litigation matters
• Representation of the Motion Picture and Television Fund in trust and estate, intellectual property, employment, labor and general corporate matters
• Representation of the Arthritis Foundation in trust and estate, employment, labor and general corporate matters
• Representation of New York Road Runners in entertainment, corporate, intellectual property and litigation matters
• Representation of the Council of Family and Child Caring Agencies, a nonprofit industry trade association, in litigation matters

Clients and Industries

We have a long history of commitment to foundations and charities dating back more than a century to when Loeb & Loeb contributed to the establishment of Cedars-Sinai Medical Center.  Today our work continues for Cedars-Sinai Medical Center, where we serve as outside counsel. 

Other clients include:

Leadership in Law

The members of our Tax Exempt Organizations Group exemplify the very qualities that our clients strive for every day. We are leaders in our communities and committed to the changing landscape of the industry. For example, Eliot P. Green, the New York Chair of the Tax Exempt Organizations Group, serves as Chair of the New York City Bar Association's Exempt Organizations Committee. He is also Chair of the Board of YAI/National Institute for People with Disabilities, the largest provider of healthcare services to persons with disabilities in the United States, as well as a member of the Board of the Association of Small Foundations, a membership organization of family foundations without staff. He recently was elected to the Board of Trustees of the Children's Aid Society, the oldest and largest provider of services to children and families in New York State.

In addition, Leah Bishop, Los Angeles Chair of the Tax Exempt Organizations Group is actively involved in numerous professional and charitable organizations, including serving as Vice President and Trustee of the Jewish Community Foundation; Member of the Los Angeles County Bar Association (LACBA) Exempt Organizations Committee; Member of the Professional Advisory Council for the Motion Picture and Television Fund; and Member of the Advisory Council for the Harriet Buhai Center for Family Law.

To keep abreast of industry developments, our lawyers are members of the American Health Lawyers Association and the National Association of Bond Lawyers. We also serve as faculty members to the Jewish Community Foundation Charitable Giving Course and UCLA Extension Wealth Management Course.