American Bar Association
 
Charitable Planning and Organizations Group

ABA Section of Real Property, Trust & Estate Law

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

July 9, 2014

Please join us on our next quarterly group membership call on Wednesday, July 9, 2014 at 11:00 AM Central (12:00 PM Eastern) time.

This quarter's call will feature Ramsay H. Slugg, Managing Director and Wealth Strategies Advisor, U.S. Trust, Bank of America Private Wealth Management.   Ramsay will discuss cutting-edge techniques for working with art collectors and their advisors, using material from his new book Handbook of Practical Planning for Art Collectors and Their Advisors, to be published by the ABA in September of 2014.

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

Also coming up: the Fall Joint Meeting in Denver on September 18-20---and our first Group call of the ABA's new fiscal year at 11:00 a.m. Central on Wednesday, October 1, with Richard Franklin, McArthur Franklin PLLC, on The Intermediary CLAT Alternative to the Residuary Estate Family Foundation Gift.

Materials

Mazany materials, 4.2.14 Group Membership Call

 
Group Events

    SCINs and Private Annuities

    11/18/2014-11/18/2014

    Program information will be available

    2014 Paralegal eLearning Program: Immediate Pre-Mortem Planning

    08/14/2014-08/14/2014

    What to do when a client is dying or on death bed: retitle assets to avoid probate, make annual exclusion gifts, pre-pay tuition, sell closely held (hard to value) business interests, fractionalize real estate, update beneficiary designations,

    Protection of IRA & Qualified Plan Assets after Clark v. Rameker

    08/05/2014-08/05/2014

    Retirement plan assets have become a major factor in the USA, amounting to approximately $23trillion as of December 31, 2013. Individual Retirement Accounts (IRA) were some $6.5trillion of that total, and have been looked upon as a tool for closing out many company and government sponsored retirement ...

CLE Materials, Related Resources & Other Links

Resource: Conrad Teitell's 2/26/2013 Treasury Comments on Behalf of ACGA
Resource: Conrad Teitell's 2/14/2013 Statement to House Ways and Means Committee on Behalf of ACGA
Resource: Conrad Teitell's 4/26/2012 Statement to House Ways and Means Committee on Behalf of ACGA
Resource: Conrad Teitell's 1/31/2012 Statement to the Senate Finance Committee on Behalf of ACGA
Resource: December 2011 Follow-Up: Senate Finance statement of Conrad Teitell (on behalf of ACGA)
Resource: December 2011 Quarterly Group Call: Year-End Planning by Chris Hoyt (full slides)
Resource: December 2011 Quarterly Group Call: Year-End Planning by Chris Hoyt (handout)
Resource: 2010 Presentation on Bank of America Study of High Net Worth Philanthropy
Resource: 2009 Summary of Proposed Regulations on Type III Supporting Organizations
Resource: 2008 Charitable Review
Resource: Steve Akers' Christiansen Formula Disclaimer Analysis
Resource: Group Comments to House Ways and Means Committee on Provisions Relating to Tax-Exempt Organizations in the Pension Protection Act of 2006 - August 3, 2007
Resource: Comments Regarding Sections 509 and 4943 submitted January 3, 2008
Resource: ABA-RPTE submission to IRS on donor advised funds - April 9, 2007
Link: Planned Giving Design Center
Link: National Committee on Planned Giving
Link: Council on Foundations
Link: Publication 78, Cumulative List of Organizations described in 170(c) of the Internal Revenue Code of 1986,
CLE: 2008 Fall: UMIFA and UPMIFA: The Law of Endowments
CLE: 2008 Fall: Uniform Prudent Management of Institutional Funds Act
CLE: 2008 Fall: Uniform Prudent Management of Institutional Funds Act drafted by the National Conference of Commissioners on Uniform State Laws
CLE: 2008 Fall: The Uniform Unincorporated Nonprofit Association Act – A Vast Improvement and A First Attempt at International Collaboration
CLE: 2008 Fall: Black Letter of the Model Nonprofit Corporation Act (without comments)
CLE: 2008 Fall: Principles used in drafting the various uniform nonprofit laws
CLE: 2007 Spring: Charitable Giving 101
CLE: 2007 Spring: 2006 Federal Land Conservation Tax Code Changes Explained
CLE: 2007 Spring: Conservation Easements and the Pension Protection Act of 2006
CLE: 2007 Spring: Conservation Easements and The Pension Protection Act of 2006 - Table of Contents
CLE: 2007 Fall: Definition of a Donor-Advised Fund
CLE: 2007 Fall: Comments of Individual Members of the ABA Section of RPTE, Charitable Planning and Organizations Group, Concerning IRC Sections 170, 4966, 4967 and 4958, in Response to Notice 2007-21
CLE: 2007 Fall: Comments on Provisions Relating to Tax- Exempt Organizations in the Pension Protection Act of 2006
CLE: 2007 Fall: Comments in Response to IRS Notice 2006-21 on Treasury Study on Donor Advised Funds and Supporting Organizations
CLE: 2007 Fall: Council of Foundations Comment Letter in Response to IRS Notice 2007-21
CLE: 2007 Fall: Summary of Charitable Provisions in the Pension Protection Act of 2006 (PPA)
CLE: 2005 Spring: Charitable Planning and Exempt Organizations Group Roundtable
Resource: Grace Allison's Outline: 2013: What Hath Congress Wrought

List Serv

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 Bielawski on June 25, 2014

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