Ann T. Loftus

Senior Counsel
Philadelphia

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.

Professional Highlights

Professional Activities

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 (2005-2021), Nonprofit/Charities Law (2013-2021), 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

Credentials 

Education

Temple University School of Law (J.D., magna cum laude, 1988)

Neumann College (B.A., summa cum laude, 1981)

Admissions

Pennsylvania

New York

New Jersey