American Bar Association
Charitable Planning and Organizations Group

Charitable Planning and Organizations Group

About the Group

The committees of the Charitable Planning and Organizations Group are concerned with both sides of the charitable giving process - donor and donee - and with the federal and state regulation of charitable giving. 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 the Charitable Planning and Organizations Group

LISTSERV Communication

To communicate with the Group, send an email message to the listserve at 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.


Quarterly Group Calls

Our next membership call, on Wednesday, April 6, 2016, at 11:00 a.m. Central (12:00 noon Eastern), features David Lieberman, Levin Schreder & Carey Ltd., Chicago, IL.

Topic: "Ethical Issues in Charitable Planning"

This in-depth discussion will cover:

  • Legal and ethical issues that arise when a lawyer is in a fiduciary or close relationship with the entity;
  • Best Practices for drafting charitable gifts and bequests to such entities; and
  • Advice for decreasing the risk of litigation over such gifts.

Please be sure to join us!

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

Upcoming Group Calls

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

  • Wednesday, July 13, 2016 on non-traditional investing for charitable funds



Allison, Grace

Council Representative:

Gary, Susan


Prather, Raymond

Committee Roster  

Modified by Raymond Prather on April 1, 2016

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