As Chair of the firm’s Nonprofit & Tax-Exempt Practice Group, Elizabeth represents tax-exempt entities, centered on compliance, formation, charitable gift planning issues and best practices. She has extensive experience assisting institutions with the inception of planned giving programs, as well as corporate governance matters and maintenance of tax-exempt status. Elizabeth advises charitable institutions and institutions of higher learning about tax benefits available to donors, to assist in discussions with donors to appropriately advance the organization’s mission.
Serving as external general counsel for public charities and private foundations, Elizabeth advises nonprofits regarding board education and training, fiduciary obligation advice, compliance, donor representation, endowment fund management, finance, Form 990, reporting issues, governance, joint ventures, affiliations, and litigation prevention. In addition, she advises nonprofits regarding managing bequests and complex gifts for organizations, mergers and acquisitions, obtaining and maintaining tax exemptions, policies, political and lobbying restrictions, and tax.
Elizabeth counsels individuals, families, business owners, and fiduciaries on aspects of estate and charitable planning. She works with corporations to identify philanthropic goals and effectuate corporate philanthropy.
Northeastern University School of Law, J.D.
Providence College, M.B.A.
Providence College, B.A., magna cum laude
Liz lives in Rumford with her husband Bernie and her daughters Quinn and Blair. Her passion for giving back and philanthropy was inspired by her parents who opened their restaurant in Fall River, the Rocking Horse Pub, on the holidays to feed the homeless. She enjoys playing golf, skiing, and rooting for the Providence College Friars.
Elizabeth can assist with advising charitable institutions on accepting gifts of the following assets and how to engage in the following conversations with donors:
Formation of Nonprofit Entities, Corporate Governance and Maintaining Tax-Exempt Status