Not-for-profit (Fortune 1000 private foundations, national trade associations, and charities) in United States

Loeb & Loeb LLP

Loeb & Loeb LLP acts for prominent nonprofits across numerous sectors, including education, healthcare, and conservation, with expertise handling the full spectrum of tax matters. The group handles all aspects of tax compliance, in addition to covering audits and investigations and advising on marketing and corporate governance. Jointly leading the team are Diara Holmes of Washington DC, Jason Lilien of New York, and Leah Bishop, who is based in Los Angeles. Other core team members in DC include Marcus Owens, who has significant experience in the practice area and previously worked within the Exempt Organizations Division of the IRS, and Neil Lefkowitz, who is noted for his ability to provide tax advice in the context of education sector M&A. In Los Angeles, Stuart Tobisman is regularly sought out by high net worth individuals for estate and tax planning advice. New York-based Talia Metson made partner in early 2024 and has experience advising nonprofits of all sizes, including religious entities and health care groups. Kimberley Eney joined the DC office from Morgan, Lewis & Bockius LLP in July 2023.

Practice head(s):

Leah Bishop; Jason Lilien; Diara Holmes

Other key lawyers:

Marcus Owens; Stuart Tobisman; Neil Lefkowitz; Talia Metson


‘Unique practice ability and extraordinary follow through.’

‘Neil Lefkowitz is thorough, reasonable, effective, consistent, and flexible.’

‘Our counsel was incredibly informed, wise, and pleasant to work with.’

‘Neil Lefkowitz stood out for his deep industry expertise, kind demeanor, and high level of professionalism. He was deeply committed to us and somehow almost always available.’

Key clients


NAACP Empowerment Programs

Humane Society of the US

Mother Cabrini Health Foundation

March for Our Lives Foundation

March for Our Lives Action Fund

New York State Catholic Health Plan

Special Olympics

Oceana and Oceana Action

Conservation Fund

Oprah Winfrey and The Oprah Winfrey Charitable Foundation

Disinformation Index

Caleb Williams and Caleb Cares Foundation

Presidio Graduate School

St. Augustine College

Drexel University

Jessup University

Work highlights

  • Advised Oprah Winfrey and The Oprah Winfrey Charitable Foundation on establishing the People’s Fund of Maui in the aftermath of the wildfires in Maui in August 2023
  • Advised Mother Cabrini Health Foundation as outside general counsel.
  • Represented nonprofit universities in their mergers, including Presidio Graduate School in its merger with the University of Redlands and St. Augustine College in its merger with Lewis University.

Morgan, Lewis & Bockius LLP

Morgan, Lewis & Bockius LLP fields a team capable of acting on behalf of prominent charities, foundations, funds, and educational institutions. The department advises on the full array of tax issues faced by clients both domestically and in overseas operations, in addition to covering a range of corporate transactions. Jointly leading the department are Celia Roady and Ann Battle in Washington DC alongside New York lawyer Megan Bell and Tomer Inbar, who works between DC and New York. Roady advises on operational matters such as the structuring of grants, Battle handles investments and corporate governance, Bell is a key contact for issues relating to formation and restructuring, and Inbar advises on corporate transactions in the space. Caroline Waldner in DC has experience in audits and advises on ongoing tax compliance, while Lauren Simpson, who is based in New York has particular expertise in lobbying and political campaign issues. Also in New York is Casey Oetgen, whose practice covers investment structuring matters.

Practice head(s):

Celia Roady; Tomer Inbar; Megan Bell; Ann Batlle

Other key lawyers:

Caroline Waldner; Lauren Simpson

Patterson Belknap Webb & Tyler LLP

Patterson Belknap Webb & Tyler LLP advises philanthropists, tax-exempt organizations, and other stakeholders active in a broad range of sectors, including education, art, and life sciences. In addition to advising on domestic projects and operations, the group offers support in international jurisdictions, with experience handling matters related to Africa, Europe, and the Middle East. Laura Butzel, who leads the team, works with a broad roaster of clients that includes universities, corporate foundations, and religious groups. Robin Krause handles domestic and international matters across numerous sectors, including conservation, education, and healthcare. John Sare‘s practice focuses on matters relating to charitable gifts and endowments. Justin Zaremby handles corporate transactions for tax-exempt organizations and covers joint ventures, M&A, and restructuring. Susan Vignola has prior experience working within nonprofit institutions and advises on rules relating to lobbying and political activity. All lawyers mentioned work from the New York office.

Practice head(s):

Laura Butzel

Other key lawyers:

Justin Zaremby; John Sare; Robin Krause; Susan Vignola


‘John Sare has a comprehensive knowledge of the tax and non-profit space, second to none. He also has excellent business judgment and just provides good, clear counsel.’

Work highlights

Simpson Thacher & Bartlett LLP

Simpson Thacher & Bartlett LLP‘s highly experienced team works within the firm’s full service offering to provide comprehensive services to foundations, individuals, charities, and other groups active in the non-profit sector. The New York-based practice is ‘unparalleled in their expertise, creativity, and responsiveness’ and demonstrates key expertise in matters relating to impact investments. Team lead David Shevlin is active on behalf of domestic and international groups and has experience across the healthcare, cultural, and education sectors, among others. John Bennett co-heads the endowment advisory practice and advises both donors and recipients on all matters relating to investment activities. Jennifer Franklin is a key contact for corporate transactions in the space, advising on mergers and dissolutions as well as on issues relating to charitable gift-planning. Other core team members include Maura Whelan, who advises individuals and corporations on a broad range of charitable endeavors, and Kevin Roe, who advises public and private charities, foundations, and other companies on operating issues.

Practice head(s):

David Shevlin

Other key lawyers:

John Bennett; Maura Whelan; Jennifer Franklin; Kevin Roe


‘STB’s not-for-profit group excels in a niche area of the law where expertise is rare. We use the firm as a lawyer’s lawyer to address issues where we are uncertain. There is not a lot of law in the not-for-profit space, so experience matters in order to make decisions. You cannot look up the answers to many issues in a book. STB always has the answers.’

‘We work primarily with Kevin Roe. He is excellent on many fronts. His depth and breadth of knowledge is incredible. Further, he is always available on short notice and his demeanor suits the practice perfectly.’

‘The Simpson Thacher team is unparalleled in its expertise, creativity, and responsiveness.’

Work highlights

Venable LLP

Venable LLP maintains a client roster that encompasses public charities, private foundations, advocacy groups, and cultural associations, with a strong record of advising entities in the education, healthcare, and culture sectors. George E Constantine leads the team from Washington DC and has experience advising on issues of tax exemption, antitrust, governance, and political activity, among other matters. Other core team members include Janice Ryan, a ‘known expert in nonprofit operations’ based in DC, Lindsay Nathan in New York, whose focus is political law, and Robert L Waldman of Baltimore, who is particularly active on behalf of clients in the education sector. Yosef Ziffer, also of Baltimore, advises on complex reorganizations within the nonprofit space. Meredith McCoy, who is based in DC, plays a key role in the firm’s political law practice and made partner in January 2024.

Practice head(s):

George Constantine

Other key lawyers:

Janice Ryan; Robert Waldman; Lindsay Nathan; Ronald M. Jacobs; Yosef Ziffer; Andrew Steinberg; Meredith McCoy


‘Venable LLP stands head and shoulders above their peers in the field. The team at Venable LLP has a firm grasp on the legal landscape, what organizations are doing in different sectors, and how to leverage that understanding to assist their clients in their endeavors. The team at Venable has been an amazing thought partner as we’ve embarked on work and has assisted us in making the work better.’

‘What makes Lindsay Nathan different from other lawyers I’ve worked with is that she takes the time to understand what we are trying to do, comes back with many options and talks through each of them, and then continues to pressure test and see if it can be done better as the work continues.’

‘Janice Ryan is a known expert in nonprofit operations. Janice and her teams help us think through our business case, identify all relevant risks, and then build our operations to manage and mitigate risk. ’

Key clients

Academy of Television Arts & Sciences

Associated Universities, Inc.

AVIXA-The Audiovisual and Integrated Experience Association

Circular Action Alliance

Entertainment Industry Foundation

Global Development Incubator, Inc.

Public Health Accreditation Board

Stand Up To Cancer

Wellspring Family Services

Youth for Tomorrow


BakerHostetler‘s long-established nonprofit team advises prominent clients in the sector on an array of issues, including all aspects of tax compliance as well as corporate governance matters, questions surrounding charitable contributions, and issues relating to government relations. Jeffrey Paravano leads the team from Washington DC. Also in DC is Alexander Reid, who covers tax planning and transactional matters in addition to handling tax controversy issues, including audits and appeals, Matthew Elkin, who advises tax-exempt organizations and high net worth families on their charitable activities, and Edward Beckwith, who chiefly advises high net worth families and individuals on tax planning. This focus is shared by Chad Makuch, who works from Cleveland and is a key contact for multiple ultra-high net worth families.

Practice head(s):

Jeffrey Paravano

Other key lawyers:

Alexander Reid; Matthew Elkin; Edward Beckwith; Chad Makuch

Key clients

The Philanthropy Roundtable



Work highlights

Proskauer Rose LLP

Proskauer Rose LLP acts on behalf of a diverse client base of tax-exempt organizations, including prominent organizations in the sports and cultural sectors in addition to a significant number of education and healthcare industry groups. New York-based Amanda Nussbaum, who leads the firm’s tax department, also co-heads the not-for-profit group with Washington DC partner Seth Safra. Nussbaum’s practice covers issues in relation to cooperation with taxable entities, including joint ventures, partnerships, and for-profit subsidiaries, while Safra handles a range of employment and tax compliance issues. Core team members in the New York office include healthcare specialists Whitney Phelps and Jason Madden, who frequently work closely together. Katrina McCann, also in New York, is a further name to note.

Practice head(s):

Amanda Nussbaum; Seth Safra

Other key lawyers:

Whitney Phelps; Jason Madden; Katrina McCann


‘Proskauer provides exceptional legal and practical advice in handling very difficult and complex issues. ’

‘Seth Safra is an excellent lawyer who partners with us to provide world class advice. ’

Key clients

Chicago State University

Amherst College

Barnard College

Bowdoin College

Bryn Mawr College

Pomona College

WTA Tour

ATP Tour

Baystate Health Inc.

Big 12 Conference

Catholic Health Services

Greater New York Hospital Association

Hip Hop Museum

Hospital for Special Surgery

Lighthouse Guild

LiveOnNY, Inc.

Lung Cancer Research Foundation

Cedars-Sinai Health Systems/Cedars-Sinai Medical Center

Montefiore Medical Center

Mount Sinai Health Systems

Metropolitan Museum of Art

Museum of Modern Art

Massachusetts Bay Transportation Authority

National Academy of Recording Arts and Sciences (the GRAMMY Organization)

The American Council on Education

The American Society of Composers, Authors and Publishers (“ASCAP”)

The Eclipse Foundation

Metropolitan Opera

NYC Ballet

Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA) Health Plan & Screen Actors Guild-Producers Pension Plan

Producer-Writers Guild Health and Pension Plans

AFTRA Retirement Fund

Equity-League Health Plan

American Federation of Musicians & Employers’ Pension Fund

Work highlights

  • Represented the National Academy of Recording Arts and Sciences, as well as MusiCares, the charitable arm of the GRAMMY Organization, in all of their employment and litigation matters as well as providing day-to-day advice and counseling.
  • Advised the Hospital for Special Surgery, which specializes in orthopedic surgery and the treatment of rheumatologic conditions, as primary outside counsel.
  • Assisted 33 liberal arts colleges and universities on submitting an amicus curiae brief in Students for Fair Admissions Inc. v. President & Fellows of Harvard College, No. 20-1199, and Students for Fair Admissions Inc. v. University of North Carolina, No. 21-707.

Ropes & Gray LLP

Ropes & Gray LLP is a leading name in the education sector, advising numerous prominent clients on tax, employment, and governance matters, among other issues. Healthcare is also a key area of focus for the team, which is active on behalf of major hospitals and research organizations. Kendi Ozmon leads the team from Boston. Ozmon, who additionally co-heads the firm’s colleges & universities practice, is experienced in a broad array of tax and regulatory matters and also acts on a range of transactional work. Carolyn Ward, who is based in Washington DC, advises on matters of governance and tax planning, with further expertise in handling audits. Los Angeles partner Torrey McClary chiefly acts for clients in the healthcare sector and covers acquisitions, joint ventures, and restructurings, among other transactions. Working from Boston alongside Ozmon are Franziska Hertel, whose practice covers both contentious and non-contentious tax matters, and Ben Wilson, who specializes in financing transactions.

Practice head(s):

Kendi Ozmon

Other key lawyers:

Carolyn Ward; Torrey McClary; Franziska Hertel; Ben Wilson

Key clients

University of Southern California

Harvard Pilgrim Health Care

University of California

U.S. Fund for the Global Fund

Christiana Care

Stanford University

New York University Langone Hospitals

Whitehead Institute of Biomedical Research

University of Colorado Health

Work highlights

  • Advised Christiana Care Health Services, Inc., a network of private, non-profit hospitals, in connection with joint venture with Emerus Holdings, Inc.
  • Advised University of Colorado Health on the acquisition of Parkview Health System.
  • Advised the U.S. Fund for the Global Fund in connection with grants and fundraising programs .

Seyfarth Shaw LLP

Seyfarth Shaw LLP demonstrates expertise in the full range of challenges faced by tax-exempt organizations, advising on formation, reorganizations, and fundraising matters in addition to providing general counselling and guidance on lobbying activities. Leading the department from Los Angeles are Ofer Lion, whose tax expertise encompasses both contentious and non-contentious matters, and Douglas Mancino, who is a specialist in tax controversy, including audits, appeals, and litigation. Further key members of the team are San Francisco lawyer Arnold Brown, who has significant experience in the technology sector, and Lisa Schaures in Seattle, who covers joint ventures, corporate conversions, and M&A within the non-profit space.

Practice head(s):

Douglas Mancino; Ofer Lion

Other key lawyers:

Arnold Brown; Christian Canas; Lisa Schaures


‘Ofer Lion provides exceptional knowledge and guidance.’

Work highlights

Sheppard, Mullin, Richter & Hampton LLP

Sheppard, Mullin, Richter & Hampton LLP advises tax-exempt nonprofit groups across the full lifecycle of their domestic and overseas activities. The department boasts particular strength in the healthcare industry, with further expertise in the sports, sustainability, and educational sectors. David Ulich co-heads the team from Los Angeles alongside Tamar Rosenberg, who works from New York. Ulich maintains close client relations with a number of prominent nonprofits and additionally acts as president of the Foundation for Global Sports Development, while Rosenberg is highly active on behalf of healthcare clients as well as catering to religious, humanitarian, and education groups, amongst others. Also in New York are Jay Gerzog, ‘one of the best tax-exempt organizations lawyers in the country’ who advises on a range of complex corporate transactions in the nonprofit space, and Amanda Zablocki, who chiefly handles issues in the healthcare sector.

Practice head(s):

David Ulich; Tamar Rosenberg

Other key lawyers:

Amanda Zablocki; Jay Gerzog; Molly Unterseher


‘Jay Gerzog is one of the best tax-exempt organizations lawyers in the country and is a pleasure to work with.’

‘The team is incredibly responsive, thoughtful and strategic.’

‘The Sheppard Mullin team is seasoned, responsive, kind, and proactive in meeting our needs in a fast-paced manner.’

‘Tamar Rosenberg has gone above and beyond in supporting our cause and mission.’

Key clients

Annenberg Foundation

Archdiocese of New York

Blue Shield of California

Bruce and Carolyn Costin Charitable Foundation

Catholic Health Services of Long Island

Childhelp USA

Classy, Inc.

Duke University

Duke University Health System

U.S.S. Midway Museum



Farmhand Foundation

Foundation for Global Sports Development

Future Cryonics Foundation

Humane America Animal Foundation

KHR Family Fund

Maimonides Medical Center

MemorialCare Health System

Montefiore Medicine Academic Health Center

Albert Einstein College of Medicine

Mount Sinai Health System

National Asian American Coalition

New York City Health + Hospitals Corporation & MetroPlus

Navy SEAL Museum

Pollyanna, Inc.

Razom, Inc.

Roman Catholic Diocese of Orange County

San Diego Regional Policy and Innovation Center

Sarofim Foundation

Snap Foundation

Start Early

The Wallis Annenberg Legacy Foundation

University of Maryland Medical System

Universal Tennis Foundation

U.S.S. Midway Museum

Wildlife Crossing Fund

Work highlights

  • Acted for Razom on numerous legal matters to help elevate its governance and operations as it has undertaken extraordinarily rapid growth over the past 2 years due to the war in Ukraine.
  • Advised The Annenberg Foundation as outside general counsel on a broad range of nonprofit corporate, tax-exempt, governance, grant making, investment, and other matters.
  • Represented Duke University and Duke University Health System in connection with the acquisition and integration of the Private Diagnostic Clinic, LLC, a faculty physician practice and its affiliated community-based practices.

ArentFox Schiff

ArentFox Schiff advises organizations facing challenges at all stages of the nonprofit lifecycle, from incorporation and qualification for tax-exempt status through to operational and transactional matters. The team is jointly led by Brian Schneider, Sean Glynn, and Shira Helstrom, all of whom are based in Washington DC. Schneider advises on a range of governance and operational issues and also has experience in contentious matters. Glynn is an expert on nonprofit financing matters and frequently works closely with Helstrom, who is a key contact for clients active both within the US and internationally. Richard Krainin co-leads the firm’s public finance industry group from New York and chiefly handles matters in the real estate sector.

Practice head(s):

Brian Schneider; Sean Glynn; Shira Helstrom

Other key lawyers:

Richard Krainin


‘Thorough and measured.’

‘They provide expert legal advice and excellent service.’

‘They explain complicated matters in an understandable way. They know our needs and tailors advice accordingly.’

Key clients

Specialty Food Association

Institute for Defense Analyses

Ronald Reagan Presidential Foundation and Institute

National Association of Broadcasters

Opportunity Finance Network

National Association of College Stores

YMCA of Greater Washington

National Public Radio


American Psychological Association

Institute of World Politics

International Spy Museum

Council on Foreign Relations

American Institute of Architects

Work highlights

  • Represented the Specialty Food Association in a dispute in which a board member who was removed from the Board subsequently engaged in a proxy solicitation initiative to take over the association.
  • Assisted the American Institute of Architects with securing two term loans that were secured by real estate parcels and certain investment accounts, structuring the loans around the endowment and donor restrictions on the investment accounts.
  • Represented AARP in establishing affiliations with several other nonprofits nationally to enhance AARP’s suite of services to the public and its members.

Bryan Cave Leighton Paisner

Bryan Cave Leighton Paisner fields a multidisciplinary team composed of experts in tax, estate planning, and corporate law, among other disciplines. Working with sporting clients and religious groups represents a particular focus for the team, which counts the United States Olympic Committee among its key clients. Leading the department are Keith Kehrer, who is based in St. Louis and covers matters relating to organization, qualification, and organization, Gino Serra in Kansas City, whose focus is the life sciences industry, and sports law specialist Steve Smith of Colorado Springs. Also based in Colorado Springs is Suzanne Crespo, who shares Smith’s focus on the sports sector.

Practice head(s):

Keith Kehrer; Gino Serra; Steve Smith

Other key lawyers:

Suzanne Crespo


‘The BCLP team has guided us in establishing our organizations, operating, and growing them to greater levels of success. Each corporation faces its own unique set of challenges and demands, yet the BCLP team has the depth of expertise and experience to advise us on how to properly navigate through those circumstances ’

‘Keith Kehrer is amazing. I cannot say enough good things about the excellent counsel he and his team provide. Our companies all operate in light speed business environments, responsiveness is paramount. Keith is astounding.’

‘Not only is Keith responsive, his legal advice is always well researched, well reasoned and specifically directed to our needs. The depth of the team available to assist us is impressive and invaluable.’

Key clients

Stowers Institute for Medical Research

Mind Education

Health Forward Foundation

Build-A-Bear Foundation

Anheuser-Busch Foundation

Emerson Charitable Trust

USA Swimming

United States Olympic Committee

Marriott Take Care Relief Fund

Cornerstones of Care

The Harry S. Truman Library Institute

Veterans Community Project

Christo & Jeanne-Claude Foundation


Denver Health and Hospital Authority

Missouri Botanical Garden

X Prize Foundation

Dred Scott Heritage Foundation

Work highlights

  • Advising USA Swimming on team matters, safe sport, governance, television, sponsorship, and licensing matters.
  • Advised a number of members of the Stowers Group of Companies on a range of matters.
  • Acted for the Build-A-Bear Foundation as outside General Counsel on a range of matters, including ongoing advice regarding grant-making, conduct of a disaster relief and hardship program, and governance issues.

Davis Wright Tremaine LLP

Davis Wright Tremaine LLP works with philanthropists, nonprofits, and tax-exempt organizations active in a broad range of endeavors to provide advice on tax, nonprofit corporate, and charitable trust law, as well as other operational issues faced in the sector. Team lead Laverne Woods works from Seattle and covers all aspects of nonprofit governance, endowment management, and mission-related investing. Jean Tom is a San Francisco-based key contact for a number of prominent tech clients who also handles tax matters in the healthcare, social welfare, and conservation sectors, among others. Tom Schroeder, who works between Seattle and Los Angeles, covers formations, dissolutions, and reorganizations, as well as all aspects of tax qualification and compliance. Marisa Meltebeke is a key name in the Portland office.

Practice head(s):

LaVerne Woods

Other key lawyers:

Jean Tom; Tom Schroeder; Marisa Meltebeke


‘Excellent skills both in terms of black letter knowledge of law as well as breadth of experience handling situations. Good contacts with regulators. Building a good bench of associates to add to the excellent partners in this area.’

‘Jean Tom is a well-regarded expert in all aspects of laws applicable to nonprofits. She provides a very thorough analysis of issues, but is still able to balance that with practical advice. ’

‘Marisa Meltebeke has served as our primary point of contact for many years, and she has been excellent. It is a plus having Laverne Woods as a member of the DWT team, with her national reputation. ’

Key clients

Vulcan Inc.

Inatai Foundation

FKA Group Health Community Foundation

Servant Foundation

Seattle Mariners and Mariners Care

Johnson & Johnson Foundation United States

NoVo Foundation


Institute of Electrical and Electronic Engineers

Salk Institute for Biological Studies

University of Southern California

Cedars Sinai Medical Center

Work highlights

  • Advised Vulcan Inc. on a multi-year restructuring of an array of multinational charitable and philanthropic ventures.
  • Acted for the Servant Foundation on a range of tax matters.
  • Advised USC on nonprofit governance, executive compensation, employment and employee benefits, and tax-exempt organizations counsel.

Holland & Knight

Holland & Knight‘s practice advises a diverse client base of nonprofits and tax-exempt groups on the full gamut of relevant matters, with expertise in tax compliance, corporate governance, endowments, and restructurings, as well as audits and other tax controversy issues. Jason Havens and Kelly Hellmuth, both of whom are based in Jacksonville, co-lead the team alongside David Rosenberg and Jonathan Blum, who work from Dallas. Blum, who has a long history in the practice area, joined the firm in February 2023 from Polsinelli PC alongside Andrew Grumet and Christina Cahill, who joined the New York office in August.

Practice head(s):

Jason Havens; David Rosenberg; Kelly Hellmuth; Jonathan Blum

Other key lawyers:

Andrew Grumet; Christina Cahill; Jon Gaston


‘The expertise of the Not-for-profit team at Holland & Knight is impressive. They have a way of making us feel confident in our legal solutions. ’

‘Andrew Grumet and Christina Cahill are responsive to our needs. ’

Key clients

Northern Trust Company

The Dallas Foundation

Communities Foundation of Texas

Silicon Valley Community Foundation

Susan G. Komen Breast Cancer Foundation

Wounded Warrior Project

American Civil Liberties Union Inc.

Fund II Foundation

Mill Town

Jewish Community Foundation of Greater MetroWest, NJ

Church of the Nazarene Foundation

SantaFe Healthcare

Community Foundation of Tampa Bay Inc.

The Perot Foundation

The Terry Foundation

Methodist Health System

The Catholic Foundation

Tessitura Network Inc.

The Darla Moore Foundation

Highground Advisors

Erlanger Health System

National Campus and Community Development Corporation

The Regents of the University of California

Work highlights

  • Advised Silicon Valley Community Foundation on the creation of a state-based fund known as the California Black Freedom Fund.
  • Advised an ecosystem of organizations, collectively known as Mill Town, on its initial formation and subsequent restructuring to implement a new impact investment program that serves as a community investment model.
  • Represented Erlanger Health in a billion-dollar transaction to convert the multihospital health system from a public, government-owned health system to a privately owned and operated, independent Section 501(c)(3) nonprofit corporation.

McGuireWoods LLP

McGuireWoods LLP acts on behalf of a range of prominent charitable organizations and nonprofits as well as numerous high-net-worth donors is active across Virginia and the Southeast. Gerald Thomas is an Atlanta-based expert in corporate transactions and restructurings and co-leads the department alongside the highly experienced Michele McKinnon, who works from Richmond and advises on governance, endowment and investment matters. Also key are Jean Gordon Carter in Raleigh, who is former co-chair of the firm’s private wealth services group, and Bradley Ridlehoover of Richmond, who works closely with McKinnon and is active in both contentious and non-contentious tax matters.

Practice head(s):

Gerald Thomas; Michele McKinnon

Other key lawyers:

Jean Carter; Bradley Ridlehoover; Alec Sauble

Key clients

Policy and Taxation Group

Work highlights

Steptoe LLP

Steptoe LLP provides tax and governance guidance to a range of tax-exempt organizations, with a particular focus on groups in the science and education industries. John Cobb, who counsels tax-exempt organizations and high net worth individuals, leads the team from Washington, DC. Eric Berman joined the DC office from Venable LLP in 2023, and brings experience in litigation and internal investigations. New York-based private client specialist Beth Tractenberg is a key name in the practice. Elinor Ramey departed the team in February 2024.

Practice head(s):

John Cobb

Other key lawyers:

Eric Berman; Beth Tractenberg; Jasmin Campirides


‘Collaboration across practice areas at the firm to provide advice across all relevant areas, outstanding service by partners and associates.’

Key clients

Alliance of Nonprofit Mailers

American Institute of Physics

American Astronomical Society

ARRAY Alliance

Ascension Health

Battelle Memorial Institute

Foundation for Advanced Education in the Sciences

Council on Foundations

The Common Application


Work highlights

  • Advised the American Astronomical Society on corporate, employment, and intellectual property matters.
  • Advised the Council on Foundations on exempt organizations and foundation tax policy.
  • Advised ARRAY Alliance on general corporate and non-profit matters.

Tenenbaum Law Group PLLC

Boutique firm Tenenbaum Law Group PLLC has seen rapid growth since its establishment in 2020 and now works with an expansive roster of clients from the medical, sustainability, and cultural sectors, among others. Jeffrey Tenenbaum leads the team and is known as a ‘leading expert in the field’, covering a broad range of issues relating to IP, antitrust, and charitable gift restrictions in addition to handling internal investigations. Nisha Thakker, who co-founded the firm alongside Tenenbaum, has a particular focus on corporate governance, development, and risk management. Susan Hamsher is a further key name. All named lawyers are based in Washington DC.

Practice head(s):

Jeffrey Tenenbaum


‘This practice is unique because of their focus of expertise and practical solutions. They understand the business realities associations face and are not interested in simply telling them what “the law says”. Rather, they are interested in helping guide you through the nuances of a risk assessment to determine what course of action is the best for your association’s business operations.’

‘The firm specializes in everything tax-exempt nonprofit. There’s not a subject related to that world for which they lack the expertise.’

‘Jeff Tenenbaum is an excellent advisor, understanding all the needs of nonprofits with contacts throughout the sector and a personal touch that makes you feel like you’re his only client.’

‘Jeff Tenenbaum is a leading expert in the field of nonprofit law.’

‘Jeff is extremely knowledgeable and responsive.’

Key clients

340B Health

AABC Commissioning Group

AACE international

Academy of Management



ACF Animal Rescue, USA

ADED: The Association for Driver Rehabilitation Specialists

Advanced Security Training Institute

Advanced Textiles Association

Afghan Peace Watch

Africa Relief and Community Development

AHRA: The Association for Medical Imaging Management

Air Conditioning Contractors of America

Air-Conditioning, Heating, and Refrigeration Institute

Air & Space Forces Association

Airport Consultants Council

Al-Ihsan Foundation USA

Alliance for Automotive Innovation

Alliance for Regenerative Medicine

America’s Blood Centers

America’s Public Television Stations

American Academy of Anaesthesiologists Assistants

American Academy of Esthetic Denistry

American Academy of Family Physicians

American Academy of Otolaryngic Allergy

American Academy of Pediatrics Georgia Chapter

American Airlines

American Alliance of Orthopaedic Executives

American Association of Pharmaceutical Scientists

American Association of Psychiatric Pharmacists

American Association for Clinical Chemistry

American Association of Gynecologic Laparoscopists

American Association of Naturopathic Physicians

American Association of Physics Teachers

American Association of Tissue Banks

American Booksellers Association

American College of Obstetricians & Gynecologists

American Committee for Middle East Rights

American Concrete Paving Association

American Council of Academic Physical Therapy

American Council of Engineering Companies

American Council on Education

American Cultural Resources Association

American Ethical Union

American Financial Services Associations

American Forest Foundation

American Friends of CCCRH

American Friends of the Chateau de Compiegne

American Group Psychotherapy Association

American Health Information Management Association

American Indian Science and Engineering Society

American Institute of Architects New York State

American Institute of Chemical Engineers

American Iron and Steel Institute

American Iron and Steel Institute

American Land Title Association

American Neuropsychiatric Association

American Osteopathic Association

American Psychiatric Nurses Association

American Psychological Association

American Public Transportation Association

American Saltwater Guides Association

American Short Line and Regional Railroad Association

American Society for Addiction Medicine

American Society for Colposcopy and Cervical Pathology

American Society for Health Care Human Resource Administration

American Society for Mass Spectrometry

American Society for Microbiology

American Society for Pharmacology and Experimental Therapeutics

American Society for Quality

American Society of Baking

American Society of Breast Surgeons

American Society of Health-System Pharmacists

American Society of Nephrology

American Suntanning Association

American Sustainable Business Council

American Sustainable Business Institute

American Traffic Safety Services Association

American Water Resources Association

American Watershed Initiative

Work highlights

  • Acted for the New York State Office of the Attorney General in its New York State litigation against the National Rifle Association and several of its current and former officers.
  • Advised the National Conference on Citizenship and its fiscally sponsored program the Algorithmic Transparency Institute in connection with a congressional investigation by the U.S. House of Representatives Judiciary Committee.
  • Advised FanDuel on a cooperation with other leading online sports betting operators in the United States to create a new industry trade association for the primary purpose of creating a self-regulatory accreditation program for the online sports gambling industry.

Withers Bergman LLP

Withers Bergman LLP‘s practice works within the international framework of the firm to provide clients comprehensive international support, with particular strength in US-UK matters. The group demonstrates particular strengths advising high-net-worth individuals alongside its work for a range of charitable organizations. Team lead Alana Petraske is based in New York and has a penchant for representing clients in international matters. Elizabeth Bawden works from Los Angeles and is a specialist in private client tax and wealth management, while Steven Chidester of San Diego covers executive compensation matters on behalf of tax-exempt organizations. Helen Cheng, also in San Diego, takes a prominent role within the team, working with philanthropists to advise on their charitable endeavors both within the US and internationally.

Practice head(s):

Alana Petraske

Other key lawyers:

Helen Cheng; Elizabeth Bawden; Michael Brophy; Steven Chidester

Work highlights