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 (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

    Commercial Real Estate Zoning and Land Use

    05/27/2015-05/27/2015

    The panelists will discuss and explain the most common zoning tools jurisdictions use to regulate land use in their respective communities and how lawyers can work with those tools to achieve clients' goals. Topics will include: * Foundation of zoning and land use policy* A review of the common zoning ...

    The IRS T&E Attack List and How to Defend Against It

    06/02/2015-06/02/2015

    Gift and estate tax returns continue to be closely examined by the IRS. What topics are the IRS most commonly raising in audit? Find an overview of these important issues in this program. Topics our panelists will cover include: Indirect gifts Step transactions Annual ...

    Real Estate Purchase and Sale Agreements – Don’t Forget to Cover These Points!

    06/03/2015-06/03/2015

    Certain issues in the negotiation of commercial real estate purchase and sale agreements tend to be overlooked. Although not gotcha issues, they merit careful review and focus. This program, for both new and seasoned practitioners, will review selected issues that repeatedly arise in the purchase and ...

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 on May 5, 2015

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