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 (Tom_Featherston@baylor.edu), 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

    Creative Estate Planning Strategies for Using Lifetime QTIPs

    04/07/2015-04/07/2015

    Why You Should Attend:Lifetime QTIPs, once used infrequently, are now increasing in popularity as planners see their tremendous benefits. In fact, lifetime QTIPs are perhaps one of the best and most under-utilized estate planning techniques. Recent changes to the income and transfer tax laws contribute ...

    Domestic Asset Protection Trust Planning: Jurisdiction Selection Series: Arizona, Maryland, Nevada, New Hampshire.

    04/14/2015-04/14/2015

    15 states, such as Nevada and New Hampshire, permit the creation of full blown self-settled asset protection trusts. Besides the 15, at least 10 other states, including Arizona and Maryland, allow some form of an asset protection trust, including inter vivos QTIP trusts. The proliferation of domestic ...

    Fundamentals of Title Insurance

    04/22/2015-04/22/2015

    This eCLE webinar will cover the basics of title insurance how a title search is created, how a transaction is closed, and the extent of typical coverages provided. Topics include: Search and Examination Public records Other searches The difference between and abstract ...

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.

RPTE-CHARITABLE@mail.americanbar.org

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.


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Leadership

Chair:

Wilson, Elaine

Council Representative:

Kroch, Carol

Vice-Chair:

Allison, Grace

Committee Roster  

Modified by Adam Bielawski on March 5, 2015

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