At Simmons Perrine PLC, our Philanthropy and Nonprofit Law attorneys counsel nonprofit entities on governance, compliance, tax-exempt status, and more.
At Simmons Perrine PLC, our philanthropy and nonprofit practice is built on a deep respect for mission-driven work and a nuanced understanding of the legal and political landscape that charitable organizations and philanthropic families must navigate.
We counsel nonprofit entities on governance, compliance, and tax-exempt status. We also help families build legacies that reflect their values, passions, and commitment to community.
Led by Paul Morf, a Fellow of the American College of Trust and Estate Counsel and founding president of the Iowa Academy of Trust and Estate Counsel, our team works closely with high-net-worth individuals and multigenerational families to design charitable giving strategies that preserve wealth and pass on non-economic values.
Structures that allow families to engage future generations in giving while maximizing tax efficiency and philanthropic impact.
Integration of charitable giving into wills, trusts, and succession plans using tools such as charitable remainder trusts, charitable lead annuity trusts, and restricted gifts.
For families with land or legacy assets, we offer planning strategies that protect biodiversity, ecological health, and outdoor beauty. Attorney Paul Morf often shares his personal story to connect with landowners and guide conservation-minded planning.
We help clients articulate and preserve values such as civic engagement, environmental stewardship, and community involvement—ensuring that their legacy is both financial and philosophical.
Our attorneys include nationally recognized estate planners, ACTEC Fellows, and leaders in Iowa’s legal community. We regularly speak, publish, and teach nonprofit legal issues and are proud to support clients whose work strengthens our communities, protects the environment, and advances the public good. View a list of our presentations. Contact us if you’d like more information on any of these topics or if you have a suggestion for a future topic.
If you have questions regarding our philanthropy and nonprofit law practice contact us today.
