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

This year our quarterly membership calls will focus on private foundations. We're looking forward to examining them in depth, and we'll leave ample time for questions and answers.

Our next call, on Wednesday, January 4, 2017, at 11:00 a.m. Central (12:00 noon Eastern), features Ramsay Slugg from U.S. Trust in Fort Worth, TX.

Topic: "Deciding Whether to Form a Private Foundation"

This discussion will cover:

  • Private foundations as a charitable giving vehicles;
  • Basic tax treatment of private foundations; and
  • Alternatives to private foundations.

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, April 5, 2017, "Advising Families with New Private Foundations" Speaker Norah Jones, Quarles & Brady LLP
  • Wednesday, July 12, 2017, "Governance & Succession"
  • Wednesday, October 4, 2017, "Consolidation, Reorganization & Termination"

Leadership

Chair:

Allison, Grace

Council Representative:

Char, Patricia

Vice-Chair:

Prather, Raymond

Committee Roster  

Modified by Raymond Prather on October 11, 2016

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