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  • A Bi-Monthly Electronic Publication for Section Members
  • April 2013

Group & Committee News

Charitable Planning and Organizations Group

The Charitable Planning and Organizations Group and its three committees, Charitable Planning, Charitable Organizations, and Legislative and Regulatory Issues, have remained very active this past year. The Group Chair is Ramsay Slugg, of Texas, the Group Vice Chair is Elaine Wilson, of West Virginia, and the Group Supervisory Council Member is Carol Kroch, of Delaware.

The Group hosts quarterly membership conference calls, with presentations on charitable planning related topics, as well as monthly leadership calls. Our most recent quarterly membership call featured Grace Allison discussing changes made by the American Taxpayer Relief Act of 2012 as they may affect charitable giving, which was followed by a lively “open-mike” discussion of this issue. Recent topics have included Next Generation Philanthropy and International Grantmaking.

The Group remains active in the area of government submissions. Members of the group, led by Stevie Casteel and Elaine Wilson, with significant input from Carol Kroch, Grace Allison, Sharon Bell, Chris Hoyt and Ramsay Slugg, among others, previously submitted two sets of comments to Temporary and Proposed Regulations written in response to changes made by the Pension Protection Act of 2006. The Final and Temporary Regulations governing Supporting Organizations that were issued in December, 2012, incorporated significant substantive recommendations made by the Group (and others). More recently, the Group has submitted comments to the IRS/Treasury Priority Guidance Plan. Finally, the Group leadership holds an annual conference with representatives from the Department of Treasury to discuss substantive matters such as the aforementioned Regulations and Priority Guidance Plan items.

The Group and its committees will present two programs at the Section’s 24th Annual Spring Symposia in Washington, D.C., on May 2-3, 2013. The Group program will have two parts, the first discussing the current state of the law regarding donor intent as it applies to charitable gifts, and the second discussing current legal and legislative developments related to our practice area. The stand-alone program will discuss the issues of passing the family philanthropy onto the next generation, and will focus on the technical aspects rather than the “softer” side of philanthropy, which was discussed last year.

Several members of the Group are regular contributors to various periodical publications such as Probate and Property, and one member is in the process of writing a book to be published by the ABA.