American Bar Association
Charitable Planning and Organizations Group

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

    2015 Spring Symposia Materials - Flashdrive

    Capital Hilton

    The event will be held on 04/29/2015 - 05/01/2015. The format is In-Person. The event sponsor(s) are Section of Real Property, Trust and Estate Law. The event has 0.00 CLE Credits .

    Hot Topics and Recent Developments in Estate Planning and Administration


    Hello,Our eCLE program, Hot Topics in Estate Planning, takes place on May 5 at 12:00pm CT and we wanted to make sure you know what to do. Below you will find the log-in link and instructions for getting in to the program. If you have any questions please email us at Link: ...

    Best Practices for TE & RP Paralegals


    This webinar will be a lively discussion amongst experienced RP Lawyer, TE Lawyer, RP Paralegal and TE Paralegal that will provide guidance as to the optimal and effective employment of Paralegals in the Real Property and Trust and Estate Practice

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 April 23, 2015

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