A Ten-Step Program for Nonprofit Borrowers in Denial

Alert
July 22, 2009
1 minutes

We suggest that section 501(c)(3) organizations with tax-exempt bonds outstanding review an article entitled "A Ten-Step Program for Nonprofit Borrowers in Denial," written by Ropes & Gray attorneys Peter H. Serreze and A. L. Spitzer, which appeared recently in the publication Tax Notes. The article describes ten steps recommended for 501(c)(3) borrowers to promote the continued compliance of their 501(c)(3) bond issues with applicable federal tax law after the bonds have been issued. The article is available by clicking here.

The article draws from the detailed materials that Ropes & Gray developed in 2008 to assist its 501(c)(3) borrower clients in developing their post-issuance compliance programs, including a plain-English manual and associated spreadsheets, forms and other "tools." More information on these materials, which Ropes & Gray is updating for 2009, is available by clicking here.