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.
The next meeting of the Charitable Planning and Exempt Organizations Committee will take place on Monday, July 12, 2021 from 10:30 am until 12:00 pm. The meeting will be held via Zoom.
Anyone interested in joining the Committee may contact the Committee Chair or one of the Vice Chairs: