Overview
Joe counsels a wide variety of nonprofit organizations, including:
- Private foundations
- Colleges and universities
- Churches and other religious organizations
- Professional and trade associations
- Museums
- Economic development organizations
- Research institutes
- Amateur athletic organizations
Corporate Governance and Tax-Exempt Issues
Joe also advises on board governance matters, charitable giving issues, the use of subsidiaries and affiliated organizations, and the development of organizational and operational strategies for collaborations among nonprofit organizations, for-profit businesses, educational institutions and government agencies.
Joe counsels on corporate matters as well as technical issues specific to tax-exempt organizations, such as applications for exemption, negotiations with the Internal Revenue Service, private ruling requests and similar matters.
International Grantmaking
Joe advises private foundations and public charities on international grantmaking, including the creation of numerous nonprofit organizations engaged in international charitable activities and/or grantmaking. He has worked on transactions involving international operations by U.S. nonprofit organizations, including the creation of entities domiciled in foreign countries.
Education Administration
Before joining Faegre Drinker in 1995, Joe served in the administration at Taylor University in financial aid and student development.
Previous Faculty Positions
- Taylor University — Adjunct Professor in Legal Studies and International Law
Related Legal Services
Related Industries
Related Topics
Credentials
Bar Admissions
Indiana
Court Admissions
U.S. District Court for the Northern District of Indiana
U.S. District Court for the Southern District of Indiana
Education
Indiana University Robert H. McKinney School of Law
LL.M. in International & Comparative Law, summa cum laude (2013)
University of Denver Sturm College of Law
J.D. with honors, Order of St. Ives, Denver University Law Review (articles editor) (1995)
Taylor University
B.A. summa cum laude (1989)
Insights & Events
Latest
Insights
News
Other Perspectives
- Justice Issues for Christian Lawyers
African Leadership and Reconciliation Ministries (Gisenyi, Rwanda), January 2017 - Liability and Fiduciary Responsibility/Donor Issues
Community Foundation Legal Issues Deep Dive Day (Indiana Philanthropy Alliance, Council of Michigan Foundations and Philanthropy Ohio), November 2016 - Crisis Management: A Multidisciplinary Approach
Legal and Public Policy Conference, Council for Christian Colleges & Universities, October 2016 - Law 101 for Nonprofits: Key Issues and New Developments
Faith Philanthropy & Change Conference, Taylor University, June 2015 - Show Me the Money! (But Reasonably, Please)
Indiana CPA Society, July 2014 - Pruning the Giving Tree? Perspectives on the Current and Future State of Charitable Giving Law
CapinCrouse Nonprofit Seminar, April 2014 - The Role of Servant Leadership and Good Governance in Cultivating and Sustaining Peace, Justice and Reconciliation
African Leadership and Reconciliation Ministries (Kigali, Rwanda), March 2014 - Changing Our Approach to Changing the World: Encouraging and Enhancing American Engagement in International Philanthropy Through Tax Law Reform
Book Author, Council on International Law & Politics, November 2013 - A Primer on Tax Exemption under IRC Sections 501(c)(4), (5), and (6)
Indiana CPA Society, June 2013 - Donors Without Borders: A Comparative Study of Tax Law Frameworks for Individual Cross-Border Philanthropy
15 European Journal of Law Reform 349, 2013
Leadership & Community
Civic Activities
- Neighborhood Christian Legal Clinic — Board of Directors, 2003-11 (Chair, 2006-09)
- Loving South Africa, 2007-10
- Jireh Sports — Board of Directors, 2002-04 (Chair, 2003-04)
- Indianapolis Public Schools Education Foundation — Board of Directors, 1997-2000
Honors
- Best Lawyers® — Nonprofit/Charities Law, 2007-25 (Indianapolis Lawyer of the Year, 2021, 2024); Education Law, 2009-25
- Faegre Drinker — Pro Bono Honor Roll, 2020-21, 2023
- Faegre Baker Daniels — Pro Bono Honor Roll, 2014-16
- Taylor University — Distinguished Alumni Service Award, 2014
- Charles L. Whistler Pro Bono Award — Faegre Baker Daniels, 2007
- Ardath Burkhart Board Leadership Development Series — Graduate, 1999-2000
- University of Denver Law Alumni Scholarship