Release fails to protect city from sinkhole liability

A broad release signed by a participant injured a charity bike ride accident is not effective against a city in Pennsylvania, the state Supreme Court has held. In a 4-3 decision, the Court says the release is against public policy.

Supreme Court Says California Cannot Require Filing of Schedule B

Court says requirement violates First Amendment right to freedom of association of donors

After nearly a decade of litigation over whether states may require charities seeking to register to solicit charitable contributions to file a complete copy of their Form 990 tax information return, including an unredacted Schedule B containing the names of significant donors, the 6-3 conservative majority of the U.S. Supreme Court has held that the requirement violates the donors’ First Amendment right of association, a question that is “not even close” according to two of the Justices. 

DAF donor lacks standing to complain about fees

A donor to a donor advised fund has no standing to complain that the fund sponsor breached its fiduciary duty by not obtaining the best possible brokerage and custodial fees for the Fund’s assets, a Magistrate Judge in California has ruled.  The Court ruled that the donor gave “exclusive legal control” to Schwab Charitable Fund and has no suffered no legal injury that could be redressed by the litigation.