Publications / Presentations / Links

Below are recent publications from Trust Analytics Group together with some helpful links. Please let us know if you have suggestions for additional information.

Regulatory Updates

Spring 2013

Update on Final and Proposed Regulations on “Supporting Organizations” under Section 509(a) of the Internal Revenue Code.

For a copy of this article, please send an email to

Presentations / Speaking Engagements

American Council on Gift Annuities
Baltimore, Maryland

Middlebury Group – Annual Conference
Middlebury, Vermont

American National Red Cross – chapter conference
Baltimore, Maryland

New England Association for Healthcare Philanthropy
Educational Conference
Chatham, Massachusetts

Williams College Planned Giving Advisory Board
Williamstown, Massachusetts

National Capital Gift Planning Council
Planned Giving Days Conference
Washington, DC

Planned Giving Group of New England
Boston, Massachusetts

Helpful Links



IRS Charities Database

Partnership for Philanthropic Planning

Chronicle of Philanthropy

Trust Analytics Group LLC
PO Box 184
Hingham, MA 02043
781.749.3939 P
617.249.0950 F