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.

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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Quarterly Group Calls

Our next membership call, on Wednesday, October 5, 2016, at 11:00 a.m. Central (12:00 noon Eastern), features Floyd Perkins, from Nixon Peabody, LLP in Chicago, IL.

Topic: "Ethical Considerations in Charitable Organizations and Charitable Estate and Trust Matters"

This discussion will cover:

    Floyd Perkins will discuss his experiences on ethical considerations for attorneys in charitable estate and trust matters as well as representing charitable organizations. Floyd was the former Chief of the Illinois Attorney General's Charitable Trust Bureau for 14 years where he supervised its staff of attorneys and auditors in hundreds of litigation and compliance matters, concerning misuse of funds, will and trust constructions and contests, and compliance. Floyd has spent the last 12 years in private practice advising charitable organizations and engaged in will and trust constructions and contests.

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, January 4, 2017 on creating private foundations.

Leadership

Chair:

Allison, Grace

Council Representative:

Char, Patricia

Vice-Chair:

Prather, Raymond

Committee Roster  

Modified by Raymond Prather on September 7, 2016

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