ULICH
LAW GROUP

Specializes in non-profit and corporate law, providing comprehensive legal services to nonprofit organizations and related entities nationwide.

SERVICES

New Nonprofits

• Forming new nonprofits and obtaining tax exemption

• Structuring relationships between nonprofits and for-profits to qualify for tax-exemption

• Complex structures and groups of affiliated entities

• Fiscal sponsorship arrangements

• Obtaining state/local property, income, and sales and use tax exemptions

Corporate Governance

• Counseling boards on governance

• Governance restructurings

• Advising on Bylaws and statutory compliance

• Conflict of Interest, fiduciary duties, ethics and best practices

• Corporate policies and procedures

• Preparing Board resolutions and minutes

• Supporting board and committee meetings

Compliance/Operations

• Avoiding excess benefit transactions, private inurement and private benefit

• Operational support – e.g., negotiating and drafting contracts

• Private foundation excise tax rules

• Unrelated business income tax

• Public charity vs. private foundation status qualification

• Compliance reviews / “health checks”

• Lobbying and political campaign restrictions

Transactions

• Structuring joint ventures, complex affiliations and other arrangements between tax-exempt and for-profit organizations

• Strategic corporate organizational planning

• Conversions to taxable and tax-exempt status

• Dissolutions

Philanthropic Needs

• Fundraising and charitable solicitation matters

• Endowment funds and restricted gifts

•Grant-making guidelines and agreements

• Corporate sponsorship

• Commercial Co-Ventures/Charitable Sales Promotions

ABOUT

Ulich Law Group is a Los Angeles-based firm specializing in providing comprehensive legal services to nonprofit organizations and related entities nationwide. Acting as outside general counsel, Ulich Law Group advises senior management and boards of directors for a wide range of clients, including charities, cultural institutions, foundations, educational organizations, and businesses that collaborate with or serve the nonprofit sector.

The firm’s approach blends deep legal expertise with cost-effective, responsive service, offering practical solutions and strategic advocacy. With a deep understanding of the nonprofit landscape, Ulich Law Group partners with its clients to ensure effective, impactful results, while maintaining a strong commitment to long-term client relationships and excellence in legal representation.

David Ulich is an expert in business, corporate, and tax law, dedicated to supporting educational, public, and religious charities and foundations. His distinguished client portfolio includes the American Film Institute, The Annenberg Foundation,

Childhelp USA, Catholic Charities of Los Angeles, Mission Without Borders, and more.

Mr. Ulich specializes in fostering strategic public-private partnerships between foundations and public agencies, adeptly

navigating complex tax, regulatory, and planning challenges. His comprehensive services include:

• Securing federal and state tax exemptions and nonprofit status for charitable organizations.

• Structuring joint ventures between nonprofits and for-profit entities for mission-aligned projects.
• Addressing excess benefit and private inurement concerns to protect organizational integrity
• Advising on nonprofit governance, ensuring directors and officers uphold the highest standards of conduct, compliance, and disclosure.

With a deep commitment to empowering nonprofits to achieve sustainable growth and impactful operations, David brings clarity, confidence, and results-driven solutions to every client he serves.

ATTORNEYS