For Social Enterprises

Marc J. Lane Wealth Group^™ helps nonprofit, for-profit and hybrid entities identify and implement market-based strategies to advance their social missions. We represent many non-profits, social-purpose businesses, social enterprises, social entrepreneurs, philanthropists, lenders and investors. We assist them in:

   Selecting the optimal business model
   Securing and maintaining public charity status
   Mitigating the tax risks associated with private benefit/inurement, lobbying, political
         campaign activity and unrelated business income
   Avoiding the legal and tax traps associated with sponsorships, endorsements and
         cause-related marketing
   Addressing governance and reporting issues
   Linking for-profits and nonprofits
   Negotiating and documenting financing transactions
   Effectively pursuing the legal and financial opportunities of venture philanthropy.

Marc Lane is an innovator in helping social enterprises and social entrepreneurs leverage capital to maximize financial results while driving positive social change. He designed and teaches the Social Enterprise course at Northwestern University School of Law where he is an Adjunct Professor of Law. He is the pioneer behind the Advocacy Investing approach to mission-related investing (www.AdvocacyInvesting.com). A Director of Social Enterprise Alliance, the national association of enterprising nonprofits and social-purpose businesses, he spearheaded the launch of its Chicago chapter, which he serves as President and a Director. And he is the force behind Illinois' L3C legislation, authorizing the new hybrid business form which can leverage foundations' program-related investments to access trillions of dollars of market-driven capital for ventures with modest financial prospects, but the possibility of major social impact.

Marc is the author of Profitable Socially Responsible Investing? An Institutional Investor's Guide, Euromoney Institutional Investor PLC, Advising Entrepreneurs: Dynamic Strategies for Financial Growth, John Wiley and Sons, Legal Handbook for Nonprofit Organizations, American Management Association, and Representing Corporate Officers and Directors, Aspen Publishing. His treatises Social Enterprise, American Bar Association, and Corporate Governance and Fiduciary Responsibilities: Representing Officers, Directors, Managers, and Trustees, Aspen Publishing, will be published in 2010.

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"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power." and "The Next Generation of Socially Responsible Investing" are trademarks of Marc J. Lane Investment Management, Inc. registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions. "Advocacy Avatar" is a trademark of Marc J. Lane Investment Management, Inc. and may be registered in certain jurisdictions.