Trust Services

Professional Services for Charitable Trusts and Non-Profit Organizations

Our firm specializes in providing comprehensive services tailored to the unique needs of charitable trusts and non-profit organizations. With over a decade of experience serving top charitable and non-profit entities, we have developed a deep understanding of the legal and regulatory environment governing these organizations. Our aim is to ensure compliance while maximizing the impact of charitable activities.

Key Services Offered

  1. Formation of Trust

    • Overview: We assist clients in establishing charitable trusts by providing guidance on the legal requirements and drafting necessary documentation.
    • Services Include:
      • Drafting the trust deed
      • Advising on the objectives and governance structure
      • Ensuring compliance with state and federal laws.

  2. Registration under Section 12A and 80G of the Income Tax Act

    • Overview: Registration under Section 12A allows organizations to avail tax exemptions, while Section 80G enables donors to receive tax deductions for contributions made to the trust.
    • Services Include:
      • Preparing and submitting the application for registration
      • Ensuring compliance with all requirements and documentation
      • Advising on maintaining the status for continued eligibility.

  3. Registration under the Foreign Contribution Regulation Act (FCRA)

    • Overview: For non-profits receiving foreign funds, FCRA registration is mandatory to ensure that foreign contributions are used for lawful purposes.
    • Services Include:
      • Assisting with the application process for FCRA registration
      • Providing guidance on compliance with FCRA regulations
      • Preparing necessary reports and maintaining records for foreign contributions.

  4. Trust Audits

    • Overview: Conducting thorough audits of charitable trusts to ensure compliance with accounting standards and legal requirements.
    • Services Include:
      • Performing financial audits and preparing audit reports
      • Assessing compliance with tax regulations
      • Providing recommendations for improving financial management and reporting practices.

  5. Consultancy in Charitable Trust Matters

    • Overview: Offering expert advice on various aspects of trust management, compliance, and operations.
    • Services Include:
      • Guidance on governance and operational best practices
      • Assistance with compliance issues and regulatory updates
      • Strategic planning to enhance the impact of charitable initiatives.

Why Choose Our Firm?

  • Expertise: Our team comprises professionals with extensive knowledge of the legal landscape surrounding charitable organizations.
  • Experience: With over a decade of experience, we have successfully assisted numerous top-tier charitable and non-profit organizations.
  • Comprehensive Approach: We provide a holistic suite of services, from formation to ongoing compliance and audits, ensuring that our clients can focus on their core missions without legal distractions.