Nonprofit/Conduit Financing

Stradling offers multi-dimensional legal representation involving tax-exempt bond issuances that support 501(c)(3) organizations across California and nationally. Our team works diligently with nonprofit borrowers to structure advantageous financing arrangements while addressing the intricate regulatory requirements that govern this highly specialized sector. As public funding sources become increasingly constrained, nonprofit organizations continue to rely on strategic capital financing solutions to advance their missions and serve their communities.

Stradling serves as bond counsel, disclosure counsel, and underwriter’s counsel for a diverse range of nonprofit organizations seeking to leverage tax-exempt financing opportunities. Our clients include educational institutions ranging from primary schools to colleges, healthcare facilities, cultural institutions, non-profit housing providers, and community service organizations. We conduct thorough analyses of financing options, assist with documentation preparation, and collaborate with stakeholders to facilitate successful closings. Our team addresses critical legal issues, such as:

• Tax-exempt status qualification and maintenance
• Securities law compliance and disclosure requirements
• State and local regulatory considerations
• Bond covenant structuring and monitoring
• Post-issuance compliance protocols
• Refinancing and restructuring opportunities

Our attorneys provide the right guidance through this challenging regulatory environment while maintaining focus on each clients’ institutional objectives. We collaborate closely with nonprofit leadership teams to understand organizational needs, develop appropriate financing structures, and implement solutions that support long-term financial sustainability while minimizing capital costs.