conley law group

What conley law group does

Conley Law Group is a boutique law firm founded in 2016 that specializes exclusively in nonprofit and tax-exempt organization law. The firm is operationally based in St. Petersburg, Florida with a mailing address in Philadelphia, Pennsylvania, and serves exempt organizations across the United States, including private foundations, public charities, donor-advised funds, social clubs, and trade associations. The team consists of six members: two partners, two associate attorneys, one operations manager, and one legal assistant.

The firm's core offering is legal counsel across the full lifecycle of exempt organizations — from formation and preparation of applications for tax-exempt status (Forms 1023 and 1024) through ongoing compliance, governance, planned giving, foreign grantmaking, and IRS audit defense. Practice areas extend to nonprofit M&A, intermediate sanctions, unrelated business income tax (UBIT) issues, and international grantmaking for organizations operating abroad. The technology footprint is conventional professional services tooling — case/matter management and standard document automation — with no indication of proprietary platforms, AI systems, or technology product lines.

Conley Law Group is structured as a privately held LLC with no institutional investment, generating revenue through fee-for-service legal engagements billed to exempt organizations on a per-matter and recurring counsel basis. Its client base reportedly spans hundreds of exempt organizations, ranging from some of the largest U.S. charities to smaller entities. The firm positions itself as a niche specialist rather than a general-practice alternative, and uses thought leadership — including speaking engagements at the Junior League, Philadelphia Free Library, Florida Philanthropic Network, and partnership with Generative Consulting Partners and Blue Square Advisors — to support business development within the nonprofit sector.

Name

conley law group

Legal name

Conley Law Group LLC

Website

https://conleylawgroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Conley Law Group is a boutique U.S. law firm founded in 2016, specializing in nonprofit and tax-exempt organization law for private foundations, public charities, donor-advised funds, social clubs, and trade associations.

Ownership category

akta.pro rank

Product category

Nonprofit Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Corporate & Commercial Law (BPAHAAAA)

akta.pro secondary industries

Corporate Foundations & CSR Grantmaking (BPAGAKAC), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Nonprofit legal services
• Tax-exempt organization law
• Private foundation advisory
• Charitable giving counsel
• Fiscal sponsorship services

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Counsel Services: Fee-for-service legal representation and counsel for nonprofit organizations including legal consultation, document drafting, IRS compliance, and strategic planning.
2. Speaking Engagement Fees: Fixed-fee presentations on nonprofit governance, tax compliance, and board education topics, plus customized engagements addressing specific organizational circumstances.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels3 records

Core offering

Boutique law firm dedicated to serving nonprofit organizations and philanthropic donors. Provides legal counsel and strategic planning across federal tax and state charitable law, IRS compliance, private foundation advisory, fiscal sponsorship, real estate transactions, donor-advised fund support, mergers and affiliations, and board/governance matters. Clients include some of the largest U.S. charities alongside smaller direct-service organizations.

Product overview

Conley Law Group is a boutique law firm offering legal and strategic counsel to nonprofit organizations and philanthropic donors. The firm provides a comprehensive suite of legal services including general nonprofit counsel, private foundation advisory, fiscal sponsorship guidance, real estate transactional support, donor advised fund services, and educational speaking engagements. Founded in 2016, the firm specializes in federal tax and state charitable laws applicable to exempt organizations and serves clients ranging from small direct-service charities to large private foundations and donor advised funds.

Differentiator

Problem solved

Functional benefit

Products and services

• Legal Counsel for Nonprofits General legal counsel and strategic planning services for tax-exempt and charitable nonprofit organizations, including outside legal counsel for organizations offering direct services or grantmaking support.
• Private Foundation Advisory Services Legal counsel for private foundations on complex tax issues including unrelated business income tax (UBIT), private foundation excise taxes, and correcting historical IRS misclassifications of tax status.
• International Organization Services Assistance for international organizations in establishing American friends of affiliates to facilitate fundraising in the United States.
• Public Charity Gift Acceptance Legal support for public charities negotiating and accepting gifts of illiquid assets such as real estate, closely held businesses, and pre-IPO stock.
• Fiscal Sponsorship Services Guidance for fiscal sponsors navigating different sponsorship models and implementing programs for Models A, C, and L fiscal sponsorship, including all associated documents.
• Real Estate Transactional Services Practical guidance on acquisitions, sales, leases, donations of real estate, property tax exemption, and other real estate matters for nonprofit clients.
• Social Club Tax Exemption Services Counseling for social clubs on IRS rules regarding permitted exempt activities and restrictions on income from non-members.
• Trade Organization Legal Support Management of complex contracts, vendor relationships, and charitable affiliates for trade organizations and business leagues.
• Donor and Grantmaker Advisory Legal counsel for donors, private foundations, charitable trusts, donor-advised funds and their sponsoring organizations, focusing on trust and fiduciary issues related to endowment and charitable trust management.
• Program Related Investments Advisory Advisory services on program-related investments, mission-related investments, and other charitable financing structures for private foundations.
• Nonprofit Mergers and Affiliations Legal support for nonprofit organizations seeking to acquire, merge, and affiliate with each other.
• Speaking Engagements and Presentations Fixed-fee and customized presentations on nonprofit governance, tax compliance, advocacy, endowment management, and board education topics for board members, senior staff, and community stakeholders.

Quantifiable outcome

• Successfully sought IRS reclassification of an organization classified as private foundation for 80+ years to supporting organization public charity, significantly increasing fundraising capability
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor.

• Generative Consulting PartnersminorStrategic or Co-development Partner · 9 September 2025Collaborated on presentation on Nonprofit Mergers and Affiliations to Address Financial Challenges held on September 9, 2025.
• Blue Square AdvisorsminorStrategic or Co-development Partner · 9 September 2025Collaborated on presentation on Nonprofit Mergers and Affiliations to Address Financial Challenges held on September 9, 2025.
• Florida Philanthropic NetworkminorStrategic or Co-development Partner · 30 April 2025Provided technical assistance for Day of Learning: Policy & Advocacy on April 30, 2025, and multiple other speaking engagements including Amplifying Voices: Philanthropy's Role in Florida's Future (February 2025) and board education programs.
• The Philadelphia Free LibraryminorStrategic or Co-development Partner · 20 September 2023Collaborated on Being a Better Board Member: Increasing Diversity on Charitable Boards on September 20, 2023.
• The Junior LeagueminorStrategic or Co-development Partner · 12 October 2021Collaborated on nonprofit governance training presentations with The Philadelphia Free Library including Being a Better Board Member training sessions.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Adler & Colvin: Boutique law firm in San Francisco specializing in nonprofit, tax-exempt organization, and charitable law, with comparable scope across private foundations, public charities, and donor-advised fund sponsors.

Broad incumbents

• Caplin & Drysdale: Established DC-based tax law firm with a leading tax-exempt organizations practice serving large private foundations and charities — overlapping Conley's premium IRS and charitable trust work but with a much larger bench.
• Venable LLP: Large national law firm with a well-developed Nonprofit Organizations practice serving private foundations, public charities, and trade associations — competes for the same sophisticated nonprofit clients as Conley.
• Holland & Knight: Major national law firm with a substantial tax-exempt organizations practice advising private foundations, public charities, and donor-advised fund sponsors — direct competition for complex nonprofit mandates.
• Faegre Drinker Biddle & Reath: Large Am Law firm with a national nonprofit and tax-exempt organizations practice, serving private foundations and public charities with multi-disciplinary capabilities that exceed Conley's boutique scope.
• Thompson Hine: National law firm with a dedicated Nonprofit Organizations practice providing counsel to private foundations, charities, and trade associations — competes for the same compliance and governance work as Conley.
• Arnall Golden Gregory: Atlanta-based law firm with a well-regarded nonprofit and tax-exempt organizations practice serving foundations, public charities, and health-care nonprofits — overlapping client base with Conley's complex IRS work.
• Steptoe & Johnson: National law firm with a significant tax-exempt organizations and nonprofit practice, advising private foundations and public charities on IRS compliance, governance, and restructuring matters similar to Conley's work.
• Polsinelli: National law firm with a Tax-Exempt Organizations practice serving private foundations, public charities, and trade associations — competitive overlap in the IRS compliance and governance counsel space.
• Buchanan Ingersoll & Rooney: Large law firm with a dedicated Nonprofit Organizations practice group providing counsel to private foundations, charities, and trade associations on tax, governance, and regulatory matters comparable to Conley's service mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/conleylawgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about conley law group