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.

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.


Quarterly Group Calls

Our next membership call, on Wednesday, July 13, 2016, at 11:00 a.m. Central (12:00 noon Eastern), features Susan Gary, Tim Coffin, and Lisa Schneider.

Topic: "ESG Investing: Environmental, Social and Governance Factors and the Prudent Investor Standard"

Can investments affect climate change or human rights? Financial analysts and managers who work with trustees to manage university endowments, pensions, charitable assets, and private trusts increasingly use environmental, social, and governance (ESG) factors in decision making. This discussion will cover:

  • What ESG Investing is;
  • Whether and how a trustee can avoid breaching fiduciary duties when using ESG investing; and
  • The financial benefits of ESG Investing.

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, October 5, 2016 on conflicts of interest for fiduciaries of charitable organizations.



Allison, Grace

Council Representative:

Gary, Susan


Prather, Raymond

Committee Roster  

Modified by Adam Bielawski on August 19, 2016

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