Experience

Adler & Colvin

• United States
• Law Practice
• 1 - 100 Employee

• Of Counsel

  • Jan 2023 - Present

  Provides counsel to a broad range of tax-exempt organizations on relevant legal issues, including corporate governance, state and Federal tax compliance, registration and reporting, charitable solicitation, lobbying and advocacy, political activity, international activity, complex legal structures, unrelated business activities, program-related investments, and other legal and regulatory matters relevant to managing nonprofit organizations. Provides counsel to a broad range of tax-exempt organizations on relevant legal issues, including corporate governance, state and Federal tax compliance, registration and reporting, charitable solicitation, lobbying and advocacy, political activity, international activity, complex legal structures, unrelated business activities, program-related investments, and other legal and regulatory matters relevant to managing nonprofit organizations.



NEW VENTURE FUND

• United States
• Non-profit Organizations
• 1 - 100 Employee

• General Counsel

  • Aug 2014 - Dec 2022

  Manages NVF’s legal affairs and provides guidance to the leadership, staff, and volunteers necessary to fulfill the day-to-day responsibilities associated with serving as in-house-counsel to a national, nonprofit organization. Manages NVF’s legal affairs and provides guidance to the leadership, staff, and volunteers necessary to fulfill the day-to-day responsibilities associated with serving as in-house-counsel to a national, nonprofit organization.



Arabella Advisors

• United States
• Philanthropic Fundraising Services
• 200 - 300 Employee

• General Counsel

  • Aug 2014 - Jan 2021



Foundation Source

• United States
• Financial Services
• 100 - 200 Employee

• Executive Vice President and National Director Legal and Community Relations

  • Jul 2012 - Aug 2014

  Provides executive leadership and implements the Chief Executive Officer’s vision of building a community of grantmakers, philanthropists, advisors, and others serving private foundations. Maintains expertise on a broad cross-section of tax, legislative, and regulatory issues in order to provide expert guidance to our clients; our internal team of attorneys and accountants; and our advisor and attorney networks. Serves as Foundation Source’s voice within policy, legislative, and regulatory circles. Cultivates relationships with attorneys to expand Foundation Source’s presence within the legal community. Represents the company through public speaking, writing, interactions with the media, and participation in meetings and conferences relevant to philanthropy.



Council on Foundations

• United States
• Philanthropic Fundraising Services
• 100 - 200 Employee

• Vice President, Legal and Public Policy

  • Aug 2009 - Jun 2012

  Provided executive leadership and oversight for the Council’s public policy efforts. Led a department with 12 full-time staff and multiple consultants and managed several budgets—comprising both core funding and grant support—exceeding $2 million annually. Raised resources from funders to support these programs. Represented the organization through speaking engagements, media appearances, and through correspondence, articles, blogs, and other publications.Developed and maintained a vibrant grassroots advocacy network of members, volunteers, and colleague organizations covering every Congressional district. Evaluated pending legislation and its potential effect on the sector, developed the organization’s response, represented it in front of key policymakers, and built relationships with government officials and their staff. Served as the liaison with the White House to encourage coordination between foundations and Executive Agencies in pursuing common objectives.

• Deputy General Counsel

  • 2003 - Aug 2009

  Advised Council members on legal issues affecting their operations, with a focus on interpreting federal tax requirements but also on charitable giving, charitable solicitation, lobbying, and other areas of law. Drafted comments and other submissions to federal regulatory agencies, including the Internal Revenue Service and the Treasury Department. Supported the head of the Council in administering the Council’s governance functions. Planned and administered meetings of the board of directors and executive committee, the annual meeting of members, and numerous other governance and advisory committees. Ensured compliance with and maintained all governance documents, policies, and and procedures. Served as the lead staff on matters of ethics, including development and implementation of best practices relating to conflicts of interest, code of ethics, and whistleblower protection, and managed a sanctions process for member discipline.

• Staff Attorney

  • Apr 2000 - 2003

  Supported the General Counsel in fulfilling day-to-day responsibilities associated with serving as corporate counsel to a national, nonprofit membership organization. Assisted members with legal and regulatory issues; negotiated and reviewed contracts; trained staff on contract development; protected the Council’s intellectual property; assessed liability exposure and insurance coverage; ensured compliance with state, local, and federal laws; and maintained all official legal documents.



Dorn & Klamp, PC

• Washington D.C.

• Legal Associate

  • 1997 - Apr 2000

  Served as legal counsel to various not-for-profit entities, including charitable organizations, foundations, trade associations, credentialing organizations, professional societies, religious corporations, and other philanthropies. Counseled clients on a wide range of legal issues, including federal tax law as it applies to exempt organizations. Other areas of practice included contracts, antitrust, collective bargaining, trademark, copyright, employment, corporate, and administrative law. Served as legal counsel to various not-for-profit entities, including charitable organizations, foundations, trade associations, credentialing organizations, professional societies, religious corporations, and other philanthropies. Counseled clients on a wide range of legal issues, including federal tax law as it applies to exempt organizations. Other areas of practice included contracts, antitrust, collective bargaining, trademark, copyright, employment, corporate, and administrative law.