Marilee J. Springer is a partner concentrating her practice on the representation of tax-exempt organizations, donors and governmental entities and affiliates. In this capacity, Marilee focuses on corporate, structuring, governance and tax issues. Marilee’s dedicated service in the public sector provides valuable insights and knowledge that will benefit tax-exempt and governmental entities.

Marilee served as Deputy Chief of Staff and Senior Policy Director for Indiana Governor Mike Pence from 2013 to 2014. As Deputy Chief of Staff, Marilee was responsible for oversight and management of executive agencies, the cabinet, boards and commissions; management of the personnel process for selection of agency heads and the performance evaluation process; and input regarding policy, legislative and communications strategies for the Governor and executive agencies. As Senior Policy Director, Marilee led transition team efforts to select and orient the Governor’s policy team before inauguration. Marilee oversaw the policy development of the Governor’s first legislative agenda, “The Roadmap for Indiana.” During 2011 and 2012, Marilee served as the Policy Director for Education and Workforce, assisting then Congressman Pence in the development of his campaign policies in K12 education, higher education and adult workforce.

With experience in the public and tax exempt sectors, Marilee works with her clients to deploy public advocacy strategies that involve 501(c)(3), 501(c)(4), 501(c)(6) and PAC activities. The intersection of these structures allows her clients to maximize their impact in public policy, advocacy (both grassroots and direct lobbying) and political activity.

Marilee's practice frequently sits at the intersection of her for-profit and philanthropic clients, where she advises clients on corporate social responsibility (CSR) programs, social impact investments and sophisticated grants and mission-related investments. 

Her practice focuses on tax-exempt entities with an emphasis on colleges and universities, trade associations, private foundations, health care entities, social enterprise entities, research organizations, governmental entities and other highly regulated entities. Marilee’s work with colleges and universities involves issues relating to unrelated business income tax (UBIT), executive compensation, sponsorship agreements, the use of affiliated entities (e.g., for-profits, foundations and other tax-exempt subsidiaries), general corporate and tax-exempt compliance, research arrangements, relationships with commercial sponsors, charitable contributions, and tax-driven employment issues. 
In her work with private foundations and donors, Marilee assists clients in developing philanthropic priorities, making charitable grants, creating accountability metrics and processes to evaluate ongoing grants, and assessing various vehicles for accomplishing their charitable purposes (e.g., direct grants, private foundations and donor-advised funds).
Marilee advises health care and research organizations with 990 issues, physician compensation, joint ventures, UBIT, governance and structuring issues, clinical trials and other research organizations.

Marilee advises her diverse clientbase in all aspects of their operations from formation, applying for tax-exemption, advice regarding the impact of proposed or new legislation, conflicts of interest, board member relations, reviewing and negotiating material contracts, UBIT, grant programs, etc. In addition, she has assisted numerous tax-exempt clients in evaluating, structuring and documenting corporate reorganizations involving mergers, liquidations, dissolutions, taxable subsidiaries (C-Corporations and LLCs), and other sophisticated structuring options. Marilee advises tax-exempt clients on the reasonableness of compensation to executives or insiders, including the application of the intermediate sanctions regulations.

She received a dual Bachelor of Arts in psychology and law and society, with distinction, from Purdue University in 1993. She received her juris doctor, magna cum laude, from Indiana University Robert H. McKinney School of Law in 1996, where she served as a note development editor for the Indiana Law Review.

Marilee Springer is admitted to practice law in the state of Indiana. 
Ice TV
Firm Publications
Blog Posts
Speaking Engagements
  • "Cool New Math: Social Good + Financial Returns = Social Impact Investing," Financial Planning Association of Indiana, September 21, 2018
  • "Ethical Considerations - Competency, Who's the Client, When to Take Action and Examples," ICLEF presentation regarding representing Indiana Nonprofit Organizations, April 22, 2016
  • "Excise Taxes, Unrelated Business Income and Other Rules Applicable to Charities and How They Interplay with Estate Plans" co-author and presenter with Gina Giacone, USLFG 2012
  • "What to Know When Serving on a Nonprofit Board," Indianapolis Bar Association, November 21, 2011
  • "New Sources of Revenue for Community Colleges: Lincensing Sponsorship and Co-Ventures," Counsel for Resource Development (Washington, D.C.), November 11, 2011
  • "The Legal Issues in Forming a Charter School," Indiana Public Charter School Association Annual Conference, October7, 2011
  • "Beyond Traditional Grants: Program Related Investments," Indiana Grant Makers Alliance, September 28, 2011
  • "Forming and Managing Nonprofits and Foundations," The Racing Attorney Conference (TRAC), April 13, 2011
  • "Practical Information You Should Know When Serving on an Indiana Nonprofit Board," Leadership United Program, United Way of Central Indiana, January 20, 2011
  • "Legal Issues in Foundation Management," Council for Resource Development (Washington, D.C.), November 5, 2010
  • "Economic Incentives, Stimulus Funds and Federal and State Procurement," Indiana Chamber of Commerce Tax Conference, October, 19, 2010
  • "Corporate Governance: Does Your Organization Reflect Best Practices?" Education Finance Council, March 9, 2010
  • "Practical Information You Should Know When Serving on an Indiana Nonprofit Board," Leadership United Program, United Way of Central Indiana, March 2, 2010
  • Federal Form 990, Virginia Association of Community Colleges, January 15, 2009
  • Connecticut Development Council- Federal Form 990, What It Means For Your Foundation, January 9, 2008
  • United Way of Central Indiana - Leadership United Program, Practical Information You Should Know When Serving on an Indiana Nonprofit Board, December 2, 2008
  • Council for Resource Development (Washington, D.C.), Current Developments With The IRS: How To Protect Your Institution, November 7, 2008
  • Illinois Community College Resource Development Annual Conference, The New Form 990: What Does It Mean For Your Foundation? September 19, 2008
  • Council for Resource Development Regions I & II 2008 Annual Conference, What Does The IRS Have In Store For You In 2008? April 18, 2008
  • Illinois Community College System Foundation, IRS Hot Topics, March 10, 2008
  • Council for Resource Development (Washington, D.C.), Current Developments With The IRS: How To Protect Your Institution, November 2, 2007
  • Council for Resource Development (Washington, D.C.), The Hidden Provisions of the Pension Protection Act of 2006, November 1, 2006
  • Lorman Education Services Presentation Regarding Tax-Exempt Organizations In Indiana, June 29, 2005
  • ICLEF Presentation Regarding Property Tax Exemptions For Nonprofits, March 3, 2005
  • United Way of Southern Indiana Workshop Regarding Legal Concerns For Nonprofits, February 22, 2005
  • United Way of Central Indiana Workshop Regarding Legal Concerns For Nonprofits, September 21, 2004
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