• Tuesday, February 7, 2023


Probate & Trust

Charitable Planning and Exempt Organizations

The Charitable Planning and Exempt Organizations Committee studies recent tax and non-tax developments concerning donors and exempt organizations.  A primary focus of the committee is to educate practitioners on charitable giving, including structuring of charitable gifts, planning and administration of charitable trusts, and the formation, governance and operation of exempt organizations.  Another focus of the committee is the exchange of ideas among committee members and guests who can bring these ideas to their clients who wish to incorporate charitable giving as part of their estate plan.

Our next committee meeting is scheduled for Tuesday, February 14, 2023, from 12:30 pm to 2:00 pm (via Zoom). Jeffrey Spina-Jennings from Gould Cooksey Fennell (Vero Beach) will be leading a group discussion on best practices for the preparation of IRS Form 1023.    
Anyone interested in joining the Committee may contact the Committee Chair or one of the Vice Chairs:
Chair - Denise Cazobon:  dcazobon@dwl-law.com
Co-Vice Chair - Kelly Hellmuth: Kelly.Hellmuth@hklaw.com
Co-Vice Chair -  Alyssa Razook Wan: razookwan@fowler-white.com
To be added to our Committee's listserv, please use the following link: http://mailman.fsr.com/mailman/listinfo/charitableorgs