Catherine (Casey) Oetgen serves as counsel to tax-exempt organizations on a broad range of tax-exempt and nonprofit corporate and tax matters under federal and state law, with a special focus on impact investing. Casey regularly advises leading private foundations, public charities, and other social impact investors on their charitable investment endeavors, including program-related and mission-related investments. She works with clients on investment structuring (including debt, equity, and venture capital fund investments), charitability, and compliance issues to achieve their philanthropic goals.
In addition to her impact investing practice, Casey represents charitable and social welfare organizations on a wide variety of matters, including nonprofit formation, obtaining and maintaining tax exemption, governance, tax and regulatory issues, policy and advocacy, lobbying and political campaign activities, fundraising and solicitation, domestic and international grantmaking, and affiliate/subsidiary structuring and compliance. She also supports clients undertaking major corporate transactions, including asset sales/transfers and dissolutions.
The mission-driven clients Casey serves work domestically and internationally across a variety of fields, including financial inclusion, renewable energy and climate, social justice, scientific research, women’s health, arts and culture, and civic engagement.
Prior to entering private practice, Casey served as the senior vice president for business and legal affairs at a national nonprofit, where she led the organization’s legal compliance.
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