Management of charitable assets

We help clients comply with applicable laws relating to management of charitable assets. We analyze gift instruments to determine whether they were given for restricted purposes; we assess whether assets are subject to board restrictions; we determine whether assets are properly characterized in an organization’s audited financial statements; and we review whether the investment activities of an organization satisfy fiduciary standards. When appropriate, we work with auditors and other professionals to resolve issues regarding the management and investment of charitable assets. We represent organizations or donors in negotiating and drafting gift instruments for restricted gifts. 

Mann Legal Group, LLC, 45 Broadway, 31st Floor, New York, NY 10006 * Phone: 212.566.3200 * Fax 212 466 0220
All rights reserved Mann Legal Group, LLC © 2012