The Ninth Circuit Court of Appeals has affirmed a ruling that a decedent’s estate is not entitled to a charitable estate tax deduction for assets passed from the estate to a charitable trust.  The Court held that the transfer was not accomplished by the decedent’s will.

The founder of a 501(c)(3) charitable organization may pursue an age discrimination case against her organization when she was told she ought to step aside to make way for a “new generation” of leadership.  A federal District Court in Pennsylvania has denied a motion for summary judgment to dismiss her claim.

Leslie Zuck founded Pennsylvania Certified Organic in 1996 to provide organic farming certifications and education.  She ran the organization until she was terminated in late 2018.

The Pennsylvania Supreme Court has reversed an appellate court decision and has held that a named beneficiary of a trust has standing to contest the actions of a trustee even where a decision would not affect the beneficiary’s annual payout from the trust.  It has held that a violation of the trustee’s duty which affects the beneficiary’s equitable interest in the trust property makes relief available that is equitable in nature, even where the beneficiary cannot demonstrate that she suffered, or will suffer, a monetary loss.

After years of uncertainty about the registration requirements for GoFundMe pages, Facebook solicitations, or other internet-based crowd-fundraising methods, California has passed amendments to its charitable solicitation registration act to cover what it calls “charitable fundraising platforms” and “platform charities” and to bring them under regulation by the state Attorney General. 

A federal District Court in Connecticut has enjoined the state from enforcing some of the charitable solicitation act provisions regulating professional solicitors pending trial on the constitutionality of the rules.  The Court has limited the scope of a preliminary injunction solely to enforcement against the plaintiff in the case, but the ultimate decision could impact the regulation of solicitors generally under state charitable solicitation registration acts.