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Non-Profit and IRS 501(c)(3) Advice

Non-Profits and IRS 501(c)(3) Corporations

If you have an idea for a charity or public benefit organization or it is time to take your current charitable project to the next level call me for a consultation to discuss how to achieve your goals. I will help you formally organize your charity with South Carolina, create Bylaws and Conflict of Interest Policies, and obtain IRS 501(c)(3) tax-exempt status.

A charity can operate without IRS 501(c)(3) status but your fundraising is easier when your donors can get an income tax deduction for their donation. Applications for 501(c)(3) status are submitted on Form 1023, a long and very detailed document. Include all supporting documents with your application and follow the IRS instructions. Missing forms or missed steps will cause significant delays in your application.

I have experience in obtaining 501(c)(3) status and offer an affordable fixed fee for my services. Call my office to make an appointment so we can begin to formally organize your charity.

Estate Planning

Regardless of your age, I have the perfect estate plan for you. I provide Wills, Trusts (including Family Trusts), Power of Attorney, Durable Power of Attorney and Living Will documents. Whether you want a single document or a comprehensive plan, call me to discuss how to meet your goals through clear and comprehensive estate planning documents.

Benefits, Probate, and Litigation

Let me help you to navigate the complex process of qualifying for important benefits including Medicare and Medicaid. I can also guide you through probating an estate in South Carolina and litigate any claims that may arise.