About Us

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Caritas Law Group exclusively represents tax-exempt, non-profit, and mission-based businesses, as well as major donors and companies engaged in cause marketing. With offices in Tempe, Arizona, and Tacoma, Washington our attorneys are licensed to practice in Arizona and Washington and represent clients with regard to federal tax matters nationwide.

WE PLEDGE

to make decisions that are good for society, not just shareholders.

In pursuit of this vision, the firm will:
01

Efficiently service our clients in a way that adds value to their bottom line

02

 Offer alternative fee arrangements that suit clients’ budgeting needs and utilize the latest technology and practice management tools to control costs and deliver consistently excellent results

03

Listen and be responsive to our clients and endeavor to have a close, mutually-beneficial working relationship with them

04

Recognize that our staff are our most important asset and strive to create an environment where the contribution of every individual is valued, where each individual has the opportunity to develop, and where each individual’s need to balance work responsibilities with family and other responsibilities is respected

05

Not be afraid of change and will seek out the technology, processes, and practices that will assist us in maximizing value to our clients

06

Be proactive, not reactive

07

Treat our colleagues in other law firms, vendors, service providers, and employees with professional courtesy and respect

08

Only represent people or organizations who are prepared to act lawfully

09

Consider the long-term interests of the firm and its clients as well as the effects of our actions on our employees, colleagues, service providers, vendors, community, and 
the environment

10

Serve as a resource by leveraging our work in ways that benefit the nonprofit sector, and therefore the community, as a whole

number_01

Efficiently service our clients in a way that
adds value to their bottom line

number_03

Listen and be responsive to our clients and endeavor to have a close, mutually-beneficial working relationship with them

number_05

Not be afraid of change and will seek out the technology, processes, and practices that will assist us in maximizing value to our clients

number_07

Treat our colleagues in other law firms, vendors, service providers, and employees with professional courtesy and respect

number_09

Consider the long-term interests of the firm and its clients as well as the effects of our actions on our employees, colleagues, service providers, vendors, community, and the environment

number_02

Offer alternative fee arrangements that suit clients’ budgeting needs and utilize the latest technology and practice management tools to control costs and deliver consistently excellent results

number_04

Recognize that our staff are our most important asset and strive to create an environment where the contribution of every individual is valued, where each individual has the opportunity to develop, and where each individual’s need to balance work responsibilities with family and other responsibilities is respected

number_06

Be proactive, not reactive

number_08

Only represent people or organizations who are prepared to act lawfully

number_10

Serve as a resource by leveraging our work in ways that benefit the nonprofit sector, and therefore the community, as a whole

COMMUNITY SERVICE WORK

Our firm performs significant community service work each year. We also work to educate the non-profit community on legal matters by distributing informational resources and participating in continuing education events.

Because we still need to pay our bills, we are very selective in the community service projects we take on. At this time, we are considering projects with a focus on protecting and empowering vulnerable populations, upholding the constitution, and protecting reproductive rights. We do not take on start-ups unless they have been fiscally sponsored or can show a track record of success for at least two years. We also do not offer community service work for non-profits with budgets in excess of $250,000.

Decisions about community service projects are made in January of each year. If you wish to apply, please submit a brief description of your project, the impact you are making/hope to make in the community, and your current budget via email.

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FEATURED BLOG POSTS

  • Why Nonprofits Shouldn’t Value Non-Cash Gifts in Donor Acknowledgments

    We always recommend that donors work with their tax advisors to determine the value of their donation and how it fits into their overall tax planning. This ensures that donors receive accurate guidance tailored to their specific circumstances.

  • ACE ACT and Donor-Advised Funds (DAFs)

    Donor-advised funds (DAFs) might not seem like the most captivating topic, but their growing prominence in philanthropy makes them critical to understand. As vehicles for charitable giving, DAFs are expanding rapidly, yet they operate with minimal oversight and can perpetuate inequities. Understanding and addressing the complexities of DAFs is essential for those who value equity,

  • Tax-Free IRA Distributions: IRS Raises QCD Limit for 2024

    Tax-free IRA distributions are a tax-advantaged way to donate to charity. The IRS has raised the Qualified Charitable Distribution (QCD) limit, allowing IRA owners aged 70½ and older to donate tax-free IRA distributions of up to $105,000 in 2024 to charity —up from $100,000 in previous years. This increase in the QCD limit presents a