Shober & Rock Our Legal Counsel
Our Legal Counsel
The McCartney Foundation is proud to be represented by one of the region's leading estate planning and philanthropic law firms — helping ensure that our mission is backed by the strongest possible legal foundation.
A Partnership Built on Shared Values
Since our founding, the McCartney Foundation has been guided by the principle that doing good requires doing things right. That means having expert legal counsel who understands not only the technical landscape of nonprofit and estate law, but also the deeper mission of leaving a meaningful legacy. We are honored to work with Shober & Rock, P.C. — a Bucks County firm whose commitment to purpose-driven planning aligns perfectly with our own.
Shober & Rock, P.C.
Shober & Rock is a Chalfont, Pennsylvania law firm dedicated to helping families and organizations build lasting legacies through thoughtful estate planning and philanthropic structuring. They were instrumental in the establishment and legal architecture of the McCartney Foundation, and continue to serve as trusted counsel as we grow our impact.
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Foundation Formation & 501(c)(3) Filing Structuring private foundations that meet IRS requirements and reflect family values
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Estate Tax Planning & Wealth Transfer Integrating charitable giving with estate plans to maximize impact and minimize tax burden
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Ongoing Compliance & Governance Annual compliance guidance to maintain tax-exempt status and sound grant-making practices
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Grant Strategy & Distribution Counsel Legal guidance on the foundation's 5% distribution requirement and partner grant agreements
"A private foundation isn't just a tax shelter — it's a living document. The McCartney Foundation is a perfect example of how strategic legal structuring can ensure a family's name is synonymous with service for generations to come."
— Leonard Shober, Esq., Shober & Rock, P.C.Why Legal Structure Matters for Our Mission
Permanence of Purpose
Proper legal structure ensures the McCartney Foundation will continue to fulfill its mission long after its founders — with governance documents that clearly define values, priorities, and grant-making criteria for future boards.
Maximizing Every Dollar
As a 501(c)(3) private foundation, investment income is taxed at just 1.39% — far less than personal accounts — meaning more principal remains working for the Deaf and Hard-of-Hearing communities we serve.
Accountability & Trust
Sound legal oversight reinforces the transparency we owe to our donors, grant recipients, and the communities we serve. It ensures every distribution is deliberate, compliant, and mission-aligned.
Want to Learn More or Get Involved?
Whether you're considering a charitable gift, exploring legacy giving, or simply want to support the McCartney Foundation's work, we'd love to hear from you.
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