Wendy Richards is a member of the Tax & Employee Benefits Practice Group.
Wendy focuses on advising tax-exempt organizations. Wendy has worked with local and national charities, hospitals, universities, community foundations, private foundations, supporting organizations, trade associations, and issue advocacy groups.
Having worked with over 100 tax-exempt organizations, Wendy has advised on all types of matters faced by these organizations, from start to finish. Wendy is just as comfortable advising on a small grant agreement as she is coordinating multiple stakeholders in a complex joint venture arrangement. She does not shy away from controversial and high-profile topics or groups.
Wendy enjoys empowering clients to accomplish their vision and mission. She understands the ever-changing regulatory environment facing many organizations. She can leverage her experience to help clients grow, find their voice, and advocate for their goals.
In addition to providing legal experience, Wendy aims to understand the practical side of her client’s day to day operations. She knows that legal advice works best when the client’s own goals, needs, resources and drivers are considered against what the law requires. Wendy strives to understand the “big picture” for her client. With an eye on the client’s unique needs, Wendy helps navigate the regulatory landscape to achieve desired results.
Wendy is licensed to practice law in Wisconsin and Maine. She is a member of the Tax Section of the American Bar Association and speaks on tax-exempt issues.
Advice on governance concerns for tax-exempt organizations and development of various financial and governance policies.
Formation of affiliation arrangements and joint ventures involving tax-exempt organizations.
High-profile donations and grants (with experience on both donor and recipient sides).
Assistance with reinstating tax-exempt status after automatic revocation.
Advising on donor relationships and public disclosure by politically active groups.
Advice on international activities by domestic charities.
Assistance with fiscal sponsorship concerns.
IRS approval for scholarship programs of private foundations.
Analysis of the complex issues involved when private foundations are used in estate planning.
Section 501(c) (Form 990) IRS audits.
Review of section 501(r) compliance for healthcare organizations.
Form 1024 and Form 1023 application preparation.
Nonprofit reorganizations and restructuring.
Juris Doctor, University of Wisconsin Law School, 2008, cum laude (Senior Note and Comment Editor, Wisconsin Law Review; Competitor and Coach, Moot Court)
Bachelor of Arts, University of Chicago, Biology