• Tuesday, June 6, 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, May 23, 2023, from 3:30 pm to 5:00 pm (via Zoom).  Heidi Suarez from Kaufman Rossin will be presenting on What to Look for in Reviewing IRS Form 990 and Hot Items for Private Foundation Returns. Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.  She provides tax compliance, advisory and consulting services for a variety of clients including public charities, private foundations, estates, trusts, and high-net-worth individuals. Heidi has a passion for charitable planning and is one of the specialists in the firm's exempt organization practice.
Anyone interested in joining the Committee may contact the Committee Chair or one of the Vice Chairs:
Chair - Denise B. Cazobon:  dcazobon@dwl-law.com
Co-Vice Chair - Kelly L. 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