In Re: Jackson Charitable Trust

Michael Harless Nonprofit Law, Pennsylvania Superior Court

This important case resolves an issue of Trust Law. It addresses the issue of the respective roles of Institutional Trustees and Individual
(Family) Trustees in making distributions when the Trust Instrument grants that authority to both. PNC bank refused to process the Jackson Family to make grants to conservative, pro-liberty, pro-free enterprise charities, on the theory that they were “political.” PNC Bank wanted money distributed almost exclusively to Pittsburgh area charities and those providing direct aid to the poor. The Pennsylvania Superior Court roundly rejected the position of PNC Bank, and upheld the Jackson Family on almost every issue.

Link to brief

Link to Decision of Pennsylvania Superior Court issued November 7, 2017