Philanthropy and Nonprofit Tax Law
Advising on charitable giving, private foundations, tax-exempt organizations, and complex charitable tax planning for income, estate, gift, and trust matters.
Richard L. Fox has built a national practice dedicated to helping individuals, families, and charitable organizations structure and implement sophisticated philanthropic and tax strategies. His work spans private foundations, donor-advised funds, charitable trusts, and other vehicles that integrate seamlessly with tax planning for income, estate, gift, and trust matters.
After more than two decades at large law firms, Richard founded his own practice to combine the highest level of technical expertise with direct, personal service. Clients work with him one-on-one as their lead attorney and single point of contact, free from the layers and inefficiencies of a big-firm model.
Recognized nationally for his work in charitable giving and exempt organizations, Richard delivers cost-effective solutions that integrate sophisticated tax planning with the philanthropic goals of individuals, families, and charitable organizations.
Client Practice Areas
Charitable giving strategies
Nonprofit and tax-exempt organizations
Private nonoperating and operating foundations
Wholly charitable trusts
Charitable remainder trusts (CRTs)
Charitable lead trusts (CLTs)
Supporting organizations (Types I, II, and III)
Donor-advised funds (DAFs)
Endowments
Counsel on Diverse Issues
Charitable income, estate, gift, and trust tax planning
Charitable contribution deductions
Formation, restructuring, and governance of nonprofits
Applications for tax-exempt status and IRS determination letters
Requests for private letter rulings
Tax compliance and corporate governance
Structuring complex gifts and collaborative funding arrangements
IRS inquiries and examinations
Lobbying and political campaign activity compliance
Structuring complex domestic and international grants
Program-related, mission-related, and social-impact investments
Joint ventures involving charitable organizations