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IRS Holds Two-Day Hearing on Proposed Donor-Advised Fund Regulations

The Internal Revenue Service (IRS) held a hearing on May 6–7, 2024 on the proposed regulations for donor-advised funds (REG-142338-07) issued by the agency in November 2023. More than 150 organizations provided comments on...more

IRS Proposes Regulations for Excise Taxes on Taxable Distributions from Donor-Advised Funds

The US Internal Revenue Service (IRS) and US Department of the Treasury (Treasury) recently issued proposed regulations under Internal Revenue Code Section 4966 (the Proposed Regulations) that provide important clarifications...more

IRS and Treasury Department Release Notice Regarding Donor Advised Funds

In addition to sponsoring organizations of donor advised funds, the Notice may also impact donors and other tax-exempt organizations, including both private foundations and public charities; affected parties should submit...more

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