Providing Charitable Assistance to Survivors of a Disaster

Goodwin Partner and ACTEC Fellow Sue Abbott discusses how charitable organizations can effectively provide assistance to survivors of a disaster, and what advisors need to know when guiding those efforts.

From working with established charities and community foundations to structuring fiscal sponsorships or forming new entities, this episode explores the key legal and practical considerations involved in disaster relief. The conversation also highlights critical IRS requirements, including 501(c)(3) compliance, financial needs testing, and the importance of serving a proper charitable class.

For those looking to go deeper, the ACTEC Foundation’s Charitable Planning for Disaster Relief Handbook offers a comprehensive resource for attorneys advising in the aftermath of a disaster. Listen to the full episode to learn how thoughtful planning can help communities recover and rebuild.