Carolyn O. Ward
Carolyn (Morey) Ward, counsel in our Washington D.C. tax & benefits group, focuses her practice on advising tax-exempt organizations on a variety of matters, including tax planning, governance, unrelated business income tax issues, endowments, charitable giving, and audits.
Morey counsels clients on tax structuring, corporate governance, operational policies and procedures, domestic and international grant making, donor-advised funds, compliance with private foundation rules, unrelated business income tax, endowments, gift agreements, lobbying and political activity, executive compensation, intermediate sanctions, corporate transactions, complex organizational structures, joint ventures, audits, voluntary compliance procedures, and program-related investments.
Morey currently serves as Chair of the Committee on Exempt Organizations of the American Bar Association, Section of Taxation.
From 1998-2000, Morey served as legislation counsel for the Joint Committee on Taxation where she was responsible for advising members of the U.S. Congress and their staff on matters involving tax-exempt organizations and charitable giving.