American Bar Association
Charitable Planning and Organizations Group

ABA Section of Real Property, Trust & Estate Law

Charitable Planning and Organizations Group

Mission Statement

The committees of the Charitable Planning and Organizations Group are concerned with both sides of the charitable giving process and with the federal and state regulation of charitable giving and charitable donees. The focus of the Charitable Planning Committee is on the various tax and non-tax issues for the donor, while the charity's concerns are addressed by the Charitable Organizations Committee. The Committee on Legislative and Regulatory and Issues focuses on the federal and state regulatory issues related to charitable giving and charitable entities.

Committees in this Group  (click [+] for listing)

 Sub Committees

Programs, Meetings, and Events

Committee Events

Quarterly Membership Conference Call

April 1, 2015

Our next quarterly membership call, on Wednesday, April 1, 2015, at 11:00 a.m. Central (12:00 noon Eastern), features distinguished practitioner Lawrence G. McMichael, Chair of the Dilworth Paxson law firm in Philadelphia.   Speaking on "'The Other Estate': A Primer on Bankruptcy for Non-Profits," Larry will cover such essentials as the bankruptcy process, the automatic stay, and the bankruptcy estate, addressing a key question for our clients: the status of donor-restricted funds in bankruptcy. Please be sure to join us!

Call-in number: 866-646-6488 Participant pass code: 7255887619

And please mark your calendars for the final two Group membership calls of 2015 at 11:00 a.m. Central, 12 noon Eastern:

* Wednesday, July 29, with Giving USA, ("Emerging Trends in U.S. Philanthropy"); and

* Wednesday, October 7, with Gregory L. Colvin, Adler & Colvin ("Your Client’s Charitable Donee Has a Fiscal Sponsor – What’s That?").

Please contact Tom Featherston (, the Trust and Estates editor for Probate and Property, if you have an idea for an article. This is a wonderful opportunity for you all!

Group Membership Call Materials

Section Events

    Essential but Overlooked Issues in Drafting LLC Operating Agreements


    During this presentation the speakers will go through a form operating agreement, focusing primarily on addressing the following issues: Governance authority, fiduciary duties, and succession; Contributions and distributions; Transferability buy-sell provisions, admission, ...

    Assessing Assessments: Emerging Issues in HOA Collection


    Despite the economic recovery, collection of HOA assessments remains an important issue to associations, homeowners, and lenders. Join us for a discussion of these three emerging issues:(1) FDCPA claims against HOA collection attorneys;(2) Assessment lien priority and collection; and(3) Post-foreclosure ...

    Commercial Real Estate Financing


    The panelists will discuss legal issues involved in obtaining financing for commercial real estate projects Topics will include: The loan process from loan application to commitment to closing; The loan documents that are needed and how to draft and negotiate them; Key due ...

LISTSERV Communication

In order to send a message to the listserve, send the message as an email to the address below. You must be a member of the Committee to use the listserve.

In order to access the listserve archive, please click here. Please note that you will need to create a new password, separate from your regular ABA password, in order to use this archive.




Wilson, Elaine

Council Representative:

Kroch, Carol


Allison, Grace

Committee Roster  

Modified by Adam Bielawski on March 5, 2015

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