Ann Loftus has more than 30 years of experience advising tax-exempt organizations on the spectrum of nonprofit legal, fiduciary, and governance matters, as well as in planning and administration of estates and trusts.
Ann represents national, regional, and local nonprofit organizations, charitable trusts, and private foundations in corporate matters, obtaining and maintaining tax-exempt status, managing endowment funds, and raising charitable funds. She advises her nonprofit clients on cause-related marketing and planned giving programs, including charitable remainder trusts, charitable gift annuities, and pooled income funds.
American College of Trust and Estates Counsel, Fellow
American Bar Association – Tax Section, Real Property, Probate, and Trust Law Section
Pennsylvania Bar Association – Tax Section, Real Property, Probate, and Trust Law Section
Philadelphia Bar Association – Tax Section, Probate and Trust Law Section
New York State Bar Association
Recognition & Accomplishments
Martindale-Hubbell – Rated AV Preeminent
The Best Lawyers in America: Trusts and Estates (2005-2023), Nonprofit/Charities Law (2013-2023), Philadelphia Nonprofit/Charities Law "Lawyer of the Year" (2013, 2018, and 2020)
Pennsylvania Super Lawyers: Trusts and Estates (2006-2014), Nonprofit Law (2008-2014, 2017-2020)
Marquis Who's Who (2020)
Board Memberships & Community Service
Member, Board of Directors, Natural Lands, The Fabric Workshop and Museum and the Marion Boulton "Kippy" Stroud Foundation
Temple University School of Law (J.D., magna cum laude, 1988)
Neumann College (B.A., summa cum laude, 1981)