Mathieu, Ranum & Allaire, PLLC
  • Boise 208-309-0390
  • Ketchum 208-309-0390
An Idaho Firm With a National Perspective

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Boise and Sun Valley Attorneys Help Tax-Exempt Organizations Face Today's Numerous Challenges

Both public charities and private foundations face ever-increasing challenges on a number of fronts including, fund raising; regulations covering program and gift documentation; tax-reporting and compliance; investment management; board governance; and strategic planning. Ensuring sustainability in the future has become a fragile concept requiring thoughtful integration of solutions to all of these issues. The attorneys at Mathieu, Ranum & Allaire have the knowledge and skill gained from decades of experience to advise and assist tax-exempt organizations in Boise and Sun Valley with the vital issues facing them today. In addition, boards of non-profits face their own challenges, including ensuring board engagement and oversight; keeping out of the minutia in times of stress; and husbanding financial resources in tough times while at the same time encouraging creativity and the fulfillment of the organization's mission.

Boise and Sun Valley Estate Planning Lawyers Working Closely with Non-Profits

As experienced Boise and Sun Valley estate planning lawyers, Mathieu, Ranum & Allaire has extensive experience advising donors on the suitability of including charities and foundations in their estate plans. Coupled with this experience are decades of working closely with non-profits, advising and assisting them at every stage, including formation and registration and estatblishing and implementing sound governance policies, practices and procedures, including grant-making procedures. We advise donors as well as public charities and private foundations regarding an organization's internal gift acceptance policies, as well as compliance with applicable laws such as the Idaho Management of Institutional Funds Act.

How Can Mathieu, Ranum & Allaire Help You?

Elizabeth Mathieu has been advising public charities and private foundations since the early 1990s in the areas of structure, major gifts programs, complex gift structuring, grant-making policies and procedures, board governance and legal compliance. She also gives of her time to organizations like yours, having been a member of the boards of such non-profits as the ASPCA, Committee of 200 and its Foundation, Securities Industry Institute, Connecticut Hedge Fund Association, The American Bankers Association – Trusts and Estate Committee, and the New York Estate Planning Council. She is currently a member of the boards of USTA Serves and The Advocates and is a Trust and Estates Council member at Rockefeller University. She has spoken extensively before groups of professional advisors, non-profits and donors on numerous matters of importance to them. Please contact us should you have an issue as either a donor or a non-profit that our expertise can assist with addressing.

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