Charitable Planning and Organizations Group

The Charitable Planning and Organizations Group is an active and diverse group of private practitioners (including both specialists and trust and estate attorneys who enjoy advising the charitably inclined client), counsel for trustees, foundations, and other charitable organizations, and law professors. The Group sponsors educational quarterly calls and in September the Group heard from Jane Zhao, who spoke to the group about the planning opportunities presented in the Patagonia founder’s gift of his entire interest in the company to a 501(c)(4) organization and a purpose trust. For its January call the Group hosted a panel of experts from the National Association of Charitable Gift Planners and the American Council on Gift Annuities to discuss the Secure Act 2.0 and charitable gift planning in the new year.

The Group is presenting a panel at the Spring National CLE Conference on related party transactions in private foundation. In conjunction with the Spring Conference in Washington, D.C, the leaders of the Group are also organizing its annual meeting with the Department of Treasury to discuss legal and regulatory issues of interest to the Group. Group members are also busy writing articles on charitable planning and charitable organizations topics for RPTE publications as well as a new edition of the book “Charitable Gift Planning: A Practical Guide for the Estate Planner.”

https://www.americanbar.org/groups/real_property_trust_estate/committees/ trust-estate-committees/

eReport Winter 2023