Catherine Bitzan Amundsen

Principal
Catherine Bitzan Amundsen Image

Catie Bitzan Amundsen advises a broad range of organizations in the nonprofit and health care sectors. Her clients include operating nonprofits, private foundations, family foundations, grantmakers, international and foreign-based nonprofits, governmental entities, hospitals, health systems, physician groups, and other health care providers. Catie counsels nonprofit organizations on issues related to tax exemption, corporate governance, private foundation rules, international operations and grantmaking, mergers, affiliations, joint ventures, program-related investments, formation, social enterprise, and regulatory matters. Catie represents health care organizations in mergers, joint ventures, and other collaborations, and advises them on contracting, bond financing, licensing issues, governance and tax exemption, and other federal and state regulatory matters. Catie also serves as Chair of the Board of Trustees of Gray Plant Mooty Foundation.

Catie enjoys collaborating with clients to develop creative legal strategies and solutions so that clients can take smart, informed risks, protect their tax-exempt status, and focus their resources on furtherance of their mission. She is a frequent speaker on issues related to nonprofit governance, tax exemption, Board fiduciary duties, tax and regulatory developments, and social enterprise.

Clients value Catie’s practical advice, her understanding of the business implications of legal issues, and her investment in getting to know their business and providing legal advice specifically tailored to each client’s industry, strategic plan, and goals.

Prior to practicing law, Catie worked as a tax consultant at Deloitte and taught courses in literature, business, and music in Belize. 

Experience

  • Structures and advises on mergers, acquisitions, joint ventures, and collaborative relationships for nonprofits, governmental entities, and health care providers
  • Advises domestic and foreign nonprofits on international operations and grantmaking, international fundraising, and international transfers of charitable funds and supplies, including through partnerships with foreign local counsel
  • Counsels private foundations on formation, grantmaking, program-related investments (including equity PRIs), compliance, international grantmaking, and reporting matters
  • Counsels family foundations on succession planning involving the next generation, transition to donor-advised funds, governance “well checks,” unique self-dealing issues, and compliance with private foundation rules
  • Structures organizational relationships and collaborations between 501(c)(3)’s and for-profit organizations
  • Establishes new social enterprises and advises on legal structure and tax implications
  • Incorporates and obtains tax-exempt status for new organizations
  • Assists health care providers with contracting strategies related to affiliations with other hospitals, clinics, physician groups, and others
  • Advises health care providers on bond financing, licensing, governance, tax exemption, health care foundations, and other federal and state regulatory matters
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