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

October 7, 2015

Our next quarterly membership call, on Wednesday, October 7, 2015, at 11:00 a.m. Central (12:00 noon Eastern), features Gregory L. Colvin, Adler & Colvin, San Francisco. Topic: "Your Client's Charitable Donee Has a Fiscal Sponsor--What's That?"  
This in-depth discussion will cover
    *Avoiding fiscal agency, conduits, pass-throughs
    *Six models for doing fiscal sponsorship right
    *Incubation of new charitable projects
    *Charitable conglomerates
    *Finding a good fiscal sponsor
    *Standards, terms, best practices

   Please be sure to join us!

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

And please mark your calendars for the first   Group membership call of 2016 at 11:00 a.m. Central, 12 noon Eastern:

*Wednesday, January 6, 2016 with Jean-Paul Warmoes, King Baudouin Foundation U.S., and Harold Bucholtz, Holland & Knight, on contributions to nonprofit organizations in Europe and Africa.

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

    The Use and Abuse of Exculpatory Clauses


    Can fiduciaries rely on exculpatory clauses in wills and trusts? Exculpatory clauses can take several forms, from clauses which expressly exclude obligations which would otherwise apply to fiduciaries, to clauses which purport to absolve fiduciaries from losses arising from their actions. Exculpatory ...

    Use, Assignability, and Other Tenant Rights


    One Form Doesn't Fit All: How Do Retail, Office, Industrial and Ground Net Leases Differ, and Why Does It Matter? Many provisions are common to all leases, but the concerns of the parties to a lease vary depending on the nature and use of the property leased. A lawyer needs to recognize the ways in ...

    Is Sharing Really Caring? Part 2: The Laws of Sharing Residential Properties (Airbnb, VRBO etc.)


    Is Sharing Really Caring? Part 2: The Laws of Sharing Residential Properties (Airbnb, VRBO etc.)

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.




Allison, Grace

Council Representative:

Gary, Susan


Prather, Raymond

Committee Roster  

Modified by Grace Allison on August 1, 2015

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