Exempt Organizations & Charitable Planning

The Exempt Organization & Charitable Planning Practice at Coblentz, Patch, Duffy & Bass LLP provides clients with the broad expertise they need in today's complex and heavily regulated nonprofit environment. CPDB has a nationally recognized specialty in responding to the legal needs of the nonprofit sector and the philanthropist that supports it.

At the core of our practice is our experience with corporate, estates and trust, and taxation law, all of which are central to the operation of a nonprofit organization. We also offer clients expertise in nonprofit governance and fiduciary responsibilities, philanthropy, trade associations, conservation and real estate transactions, employment law and litigation.

We represent some of the Bay Area's largest and most notable nonprofit organizations, charities and foundations. Representative clients include public charities with national and international programs, national land conservation organizations, churches, museums, schools and related educational organizations, private foundations, charitable trusts, trade associations, and the patrons, directors and trustees of such entities.

Our practice co-sponsors  the popular Roundtable Series for Nonprofit Organizations, which offers free educational seminars throughout the year on topics as varied as employment law for nonprofits, legislative and lobbying limitations, tax-exempt financing, and other timely topics of interest to nonprofit organizations throughout California.